Perfil
Mr. David Sherlock is a Director-Product Development & Portfolio Manager at McLean & Partners Wealth Management Ltd. He joined McLean & Partners in September, 2009.
He entered the financial industry as a banker with Scotiabank.
He later moved to AGF Funds Inc. to become regional sales advisor before taking a position as a portfolio analyst at Paramount Financial.
Mr. Sherlock graduated from the University of Calgary with a Bachelor of Arts in Economics and Society, and a Bachelor of Arts in Political Science.
He holds his Canadian Investment Manager, Financial Management Advisor, Personal Financial Planner and Associate Institute of Canadian Bankers designations.
Cargos activos de David Sherlock
| Empresas | Cargo | Inicio |
|---|---|---|
Iowa One Call
Iowa One Call Engineering & ConstructionIndustrial Services Provides excavating and digging services | Director/Miembro de la Junta | - |
Antiguos cargos conocidos de David Sherlock.
| Empresas | Cargo | Fin |
|---|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Gestor de Cartera-Acciones | 31/03/2014 |
Paramount Financial Group, Inc.
Paramount Financial Group, Inc. Investment Banks/BrokersFinance Manages equity investment funds | Corporate Officer/Principal | 31/08/2009 |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Corporate Officer/Principal | - |
| THE BANK OF NOVA SCOTIA | Corporate Officer/Principal | - |
Formación de David Sherlock.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
The Bank of Nova Scotia
The Bank of Nova Scotia Major BanksFinance Provides personal, commercial, corporate & investment banking, wealth management and capital markets services | Finance |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGFI offers a broad range of actively managed equity, fixed income, alternative and multi-asset strategies covering a spectrum of objectives from wealth accumulation and risk management to income-generating globally focused solutions. The firm typically employs an active approach to make investments in growth-oriented value stocks. | Finance |
Paramount Financial Group, Inc.
Paramount Financial Group, Inc. Investment Banks/BrokersFinance Manages equity investment funds | Finance |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Finance |
University of Calgary
University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Iowa One Call
Iowa One Call Engineering & ConstructionIndustrial Services Provides excavating and digging services | Industrial Services |
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