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David Schaffner
Finansdirektör/CFO på
H2 VENTURES 1 INC.
Profil
David Schaffner was the founder of CWB Wealth Management Ltd., founded in 2015, where the title held was President & Chief Executive Officer from 2015 to 2019.
Current jobs include Director & Owner at Wayfairer Capital Management Ltd. since 2014 and Chief Financial Officer at H2 Ventures 1, Inc. Former jobs include President & Chief Executive Officer at Leith Wheeler Investment Counsel Ltd. from 2012 to 2013, and Analyst at The Bank of Canada.
Education includes an undergraduate degree from the University of British Columbia, conferred in 1986.
Aktiva positioner av David Schaffner
| Företag | Position | Start |
|---|---|---|
| H2 VENTURES 1 INC. | Finansdirektör/CFO | - |
Wayfairer Capital Management Ltd. | Direktör/Styrelseledamot | 2014-01-01 |
Tidigare kända positioner av David Schaffner
| Företag | Position | Slut |
|---|---|---|
CWB Wealth Management Ltd.
 CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Verkställande Direktör | 2019-12-31 |
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Verkställande Direktör | 2013-04-30 |
The Bank of Canada
 The Bank of Canada General GovernmentGovernment Provides banking and financial services | Företagsledare/Principal | - |
David Schaffners utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
83
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Bank of Canada
The Bank of Canada General GovernmentGovernment Provides banking and financial services | Government |
CWB Wealth Management Ltd.
CWB Wealth Management Ltd. Investment ManagersFinance CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis. | Finance |
Wayfairer Capital Management Ltd. | |
H2 Ventures 1, Inc.
 H2 Ventures 1, Inc. Financial ConglomeratesFinance Operates as a capital pool company | Finance |
