Lorne Steinberg
Director/Board Member bij IMAFLEX INC.
Vermogen: 29 550 $ op 31-03-2024
Profiel
Lorne Steinberg is the founder of Mr. Steinberg Wealth Management, Inc. which was founded in 2009.
He is currently the President of the company.
Mr. Steinberg is also currently working as an Independent Director at Imaflex, Inc. since 2017 and as the Treasurer & Director at the Portfolio Management Association of Canada.
Previously, he worked as the Managing Director at Magna Vista Investment Management Ltd.
from 1999 to 2009.
He also held the position of President & Chief Financial Officer at ISL Lafferty Securities, Inc. Mr. Steinberg completed his undergraduate degree at McGill University and holds an MBA from The Wharton School of the University of Pennsylvania.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
IMAFLEX INC.
0.10% | 30-11-2023 | 50 000 ( 0.10% ) | 29 550 $ | 31-03-2024 |
Actieve functies van Lorne Steinberg
Bedrijven | Functie | Begin |
---|---|---|
IMAFLEX INC. | Director/Board Member | 21-06-2017 |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances. | Chief Executive Officer | 01-01-2009 |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Director/Board Member | - |
Eerdere bekende functies van Lorne Steinberg
Bedrijven | Functie | Einde |
---|---|---|
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Director of Research - Equity | 31-03-2009 |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Part of iA Financial Corp., Inc., ISL Lafferty Securites, Inc. is a Canadian company that provides securities brokerage services. The private company is based in Montréal, Canada. ISL Lafferty Securites was acquired by Industrial Alliance Insurance & Financial Services, Inc. on February 06, 2002. | Director of Finance/CFO | - |
Opleiding van Lorne Steinberg
McGill University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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IMAFLEX INC. | Process Industries |
Bedrijven in privébezit | 4 |
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Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
ISL Lafferty Securites, Inc.
ISL Lafferty Securites, Inc. Investment Banks/BrokersFinance Part of iA Financial Corp., Inc., ISL Lafferty Securites, Inc. is a Canadian company that provides securities brokerage services. The private company is based in Montréal, Canada. ISL Lafferty Securites was acquired by Industrial Alliance Insurance & Financial Services, Inc. on February 06, 2002. | Finance |
Portfolio Management Association of Canada
Portfolio Management Association of Canada Miscellaneous Commercial ServicesCommercial Services Portfolio Management Association of Canada operates as a forum for portfolio management firms to share best practices and industry knowledge. The firm''s activities include annual national conference, annual compliance forums and regular seminars, networking events with peers, surveys on operational, compliance and best practice issues, government submissions, sharing member developed/legally vetted templates, policies and standards and offering insurance coverage. The company was founded in 1952 and is headquartered in Toronto, Canada. | Commercial Services |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances. | Finance |