DDave Wallin's
email & phone
Current Position:
Portfolio Manager at Harbourfront Wealth ManagementExperience:
27 yearsLocation:
Greater Vancouver Metropolitan Area, CanadaHow to contact Dave Wallin
d*********n@harbourfrontwealth.com
+1-***-***-1971
Work Experience
Jan 2020 - Current
Mar 2002 - Jan 2020
Jan 1998 - Jan 2002
Education
Canadian Investment Manager at Canadian Securities Institute
Professional Financial Planning Course at Canadian Securities Institute
The Canadian Securities Course at Canadian Securities Institute
Bachelor of Business Administration - BBA at Simon Fraser University
Current Company Information Harbourfront Wealth Management
Name: Harbourfront Wealth Management
Speciality: Wealth Management, Tax Minimization Planning, Trusts & Estate Planning, Income Projecting & Analysis, Financial Planning, Back-tested Portfolio Analysis, Tax Efficient Portfolio Construction, Retirement planning, Financial products, Finance
Location: Vancouver, British Columbia, Canada
Employees: 200-500
Description: Harbourfront Wealth Management is an independent wealth management and financial planning advisory firm....
Frequently Asked Questions
What is Dave Wallin's minimum period of employment in the companies?
Dave Wallin's minimum period of employment in various companies is 4 years.What is Dave Wallin's average duration of employment for different companies?
On average, Dave Wallin works for one company for 10 years 11 monthsWhat industries has Dave Wallin worked in?
Dave Wallin works in the Financial Services.What positions has Dave Wallin held before?
Previously, Dave Wallin worked as a Vice President, Senior Portfolio Manager, Private & Institutional Wealth Services, and Portfolio Manager.How do I contact Dave Wallin?
Dave Wallin's email address is d*********n@harbourfrontwealth.com, phone number is +1-***-***-1971. Sign up to get contact details.Who is the President/CEO/Director of the Harbourfront Wealth Management?
The President/CEO/Director of the Harbourfront Wealth Management is Calder EllisWho are Dave Wallin's peers at other companies?
Dave Wallin's peers at other companies are Juha Valkama and Alfonso Lopez Godoy and Ayush AgarwalFind email for 850M+ professionals
Similar profiles
K
