Lorne Steinberg, MBA CFA
PresidentLorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high net worth individuals, based on principles of integrity, transparency, trust and capital preservation. Prior to founding the firm, he was President and Chief Investment Officer of AGF's investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999. Before Magna Vista he spent 10 years at Lafferty, Harwood and Partners, where he began as a research analyst and was later responsible for the fixed income desk.
Lorne received his MBA from the Wharton School of the University of Pennsylvania and his BA from McGill University. He has been a Chartered Financial Analyst (CFA) charterholder since 1996.
Daniel Thompson, MBA CFA
Daniel Thompson has 30 years of experience in the investment industry. Prior to joining LSWM, Daniel served as president of a boutique investment counseling firm, as president of one of Canada’s oldest and most established full-service investment firms, and as president of a national institutional and retail investment advisory firm. He has extensive experience in portfolio management, investment advisory, financial planning, insurance and estate planning, investment banking, risk management, portfolio construction and research/analysis.
Daniel received his undergraduate degree from the University of Western Ontario, his MBA from McGill University and holds both the Chartered Financial Analyst (CFA) designation and the Chartered Financial Planner (CFP) designation.
Geoffrey Smith, CFA
Geoffrey has worked in the investment industry for over 30 years. Prior to joining LSWM, he worked at Magna Vista Investment Management Ltd. as a research analyst specializing in fixed income and global equities. Before Magna Vista, Geoffrey spent eight years at RBC Capital Markets managing the Canadian Bond Futures desk at the Montreal Exchange. He was also a senior officer at a boutique investment dealer, where he managed a proprietary trading desk.Geoffrey received his BBA from the University of New Brunswick and has been a Chartered Financial Analyst (CFA) charterholder since 1993.
Brian Pinchuk, BEng MBA CFA
Brian has worked for a number of years at various leading technology companies, such as Ericsson and CGI. Leveraging his experience in the technology sector, he co-founded a company providing technological solutions to the gaming industry. Brian then advanced into the video game industry, where he worked for three years heading a team of software engineers developing animation technology at Electronic Arts, a leading interactive entertainment software company.
Brian received his MBA from HEC Montreal and his BEng in computer engineering from the University of Waterloo. He is a Chartered Financial Analyst (CFA) charterholder.
Associate Portfolio Manager & Senior Analyst
Phillip has worked in the investment industry for over 20 years. Prior to joining LSWM, he worked at RBC Capital Markets, CIBC World Markets and TD Securities as a Senior High Yield Corporate Bond Analyst. He has been part of Institutional Investor ranked high yield research teams in multiple sector categories, received number one sector category analyst rankings by Greenwich Associates and a high ranking as an analyst by EuroMoney. Phillip has worked in the fixed income/high yield corporate bond markets of the U.S., Europe and Canada.
Phillip has an IMBA from York University and a BA in Economics and Finance from McGill University.
Samuel Oubadia, MBA CFA
Sam has worked in the investment industry since 1993 and is well regarded internationally as an emerging markets fund manager and analyst. Prior to joining LSWM, he was a Senior Analyst for J O Hambro Capital Markets, where he was responsible for analyzing Emerging Markets Equities. Before that, he was the head of Eastern European Equities at Lombard Odier Darier Hentsch, where he managed the LODH Eastern Europe Fund. Prior to that, Sam worked at ING Investment Management as the Senior Investment Manager (Emerging Markets) for 12 years, specializing in the EMEA region (Emerging Europe, Middle East and Africa). While at ING, he managed several funds including the ING Russia Fund, which was the best performing fund in the U.S. over a 5 year period, as ranked by Morningstar.
Sam is a CFA charterholder and holds a Bachelor of Commerce from McGill University, and an MBA from Concordia University.
Susan Mallin, CIM CFP
Associate Portfolio Manager
Susan’s experience in the financial industry is extensive, now spanning over 17 years. She spent over 10 years at CIBC in areas of credit, life insurance, and investments at CIBC Wood Gundy. Previous to that, she was with Merrill Lynch Canada. She is a Certified Financial Planner (CFP) with a focus on advanced retirement, estate and trust strategies. She brings a vast knowledge in cross-border financial planning for both US citizens living in Canada and Canadians with substantial US assets.
Susan is a graduate of the Business Administration program from the Southern Alberta Institute of Technology. She has completed her Chartered Investment Manager designation (CIM) as well as several other courses in financial planning and insurance strategies.
Vice President Business Development
Liam has been involved in the investment industry for the last 10 years. He began his career at CIBC Wood Gundy in a sales and marketing role. Shortly thereafter, he became a licensed Investment Advisor at Richardson Partners Financial and worked as Associate IA to a Sr. Advisor. Over the past five years, Liam returned his focus to sales and marketing as Business Development Manager at Trapeze Asset Management. There, he created national marketing campaigns, managed prospective investor events, and acted as a fund wholesaler - marketing an internal mutual fund to the brokerage community.
While on a full athletic scholarship, Liam received his Bachelor of Arts in 2003 from the University of North Carolina - Chapel Hill. He is a two-time National Jr. Champion over 400m and represented Canada at the World Jr. Championships and Pan Am Jr. Games (bronze).
Debbie Andrewsky has 15 years of administrative experience within the financial services industry. Prior to joining LSWM, she was a senior administrator at Magna Vista and a Branch Administrator at RBC Dominion Securities. Debbie‘s primary focus at LSWM is providing clients with timely and accurate information regarding their portfolios. She has completed her Canadian Securities Course and the Investment Funds in Canada course (IFIC).