David Sherlock
Director/Board Member at Iowa One Call
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 Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Director/Board Member | - |
Former positions of David Sherlock
| Companies | Position | End |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Portfolio Manager-Equities | 2014-03-30 |
Paramount Financial Group, Inc.
 Paramount Financial Group, Inc. Investment Banks/BrokersFinance Paramount Financial Group, Inc. managed equity investment funds. The company was headquartered in Granville, OH. | Corporate Officer/Principal | 2009-08-30 |
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Corporate Officer/Principal | - |
| THE BANK OF NOVA SCOTIA | Corporate Officer/Principal | - |
Training of David Sherlock
| University of Calgary | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE BANK OF NOVA SCOTIA | Finance |
| Private companies | 4 |
|---|---|
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. Founded in 2007, the firm is owned by AGF Management Ltd. (TSE: AGF.B). AGFI provides services to individual and institutional clients, catering to pension plans, foundations and corporate investors. | Finance |
Paramount Financial Group, Inc.
Paramount Financial Group, Inc. Investment Banks/BrokersFinance Paramount Financial Group, Inc. managed equity investment funds. The company was headquartered in Granville, OH. | Finance |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
Iowa One Call
Iowa One Call Engineering & ConstructionIndustrial Services Iowa One Call provides excavating and digging services. The company was founded in 1980 and is headquartered in Des Miones, IA. | Industrial Services |
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