David Sherlock

Director/Board Member at

Iowa One Call

Finance

Consumer Services

Industrial Services

Profile

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.

David Sherlock active positions

Companies	Position	Start
Iowa One Call Iowa One Call Engineering & ConstructionIndustrial Services Provides excavating and digging services	Director/Board Member	-

All active positions of David Sherlock

Former positions of David Sherlock

Companies	Position	End
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.	Portfolio Manager-Equities	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	-

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Linked companies

Private companies	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