Our Team


Lorne Steinberg, MBA CFA
President

Lorne 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.
Geoffrey Smith, CFA
Portfolio Manager

Geoffrey has worked in the investment industry for 25 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.


Phillip Armstrong
Senior Analyst

Phillip has worked in the investment industry for over 16 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.   


Brian Pinchuk, MBA BEng
Analyst

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 currently a CFA level III candidate.


Gabriel Rulli
Client Relationship Manager

Gabriel has been involved in the investment industry for over 15 years. Prior to joining LSWM, he worked at I.A. Michael Investment Counsel Ltd in Toronto (which he joined in 1995), where he was responsible for client relationship management and marketing the ABC funds. Gabriel brings to LSWM his expertise in building strong client relationships by delivering exceptional service. 

Gabriel received his Bachelor of Arts (Honours) in 1993 from York University, majoring in economics and business. He completed Level I of the CFA program and is currently enrolled in the CIM program.

Debbie Andrewsky
Vice–President Administration

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).