Dave Wallin


Dave’s reliable, focused nature has made him an industry leader and high calibre portfolio manager that brings over 20 years of experience to his team. His responsibilities include investment strategy and allocation, security and investment selection, and financial and investment counseling.

Dave has held positions at Pemberton Securities, Royal Trust, & HSBC Asset Management. His client base consists of institutions, family offices, and high net worth investors. Notable accomplishments for Dave are being the head of Private & Institutional Services (Alternative/ Hedge Fund Firm), and an investment professional with 3 major Canadian banks.

Dave is a dedicated and energetic team player and is inspired by the relationships he makes with clients, coworkers, and other industry professionals. He finds joy in seeing and helping his coworkers find success.

Dave’s other passions include spending time with family and friends, skiing, biking, and finding “deep value” wine. He is also proudly the chief cook and bottle washer!