![David Sherlock](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Sherlock
Direttore/Membro del Consiglio presso
Iowa One Call
Profilo
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.
Posizioni attive di David Sherlock
| Società | Posizione | Inizio |
|---|---|---|
Iowa One Call
 Iowa One Call Engineering & ConstructionIndustrial Services Provides excavating and digging services | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di David Sherlock
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 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 | - |
Formazione di David Sherlock
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
26
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
