Firm to bolster investment management and client service with addition of industry veteran Daniel Thompson.
MONTREAL, Dec. 18, 2015 /CNW Telbec/ - Daniel Thompson, one of Canada's most experienced and respected investment industry executives, has been appointed Vice President & Portfolio Manager at Lorne Steinberg Wealth Management Inc., a Montreal-based wealth management firm with offices in both Montreal and Toronto.
"We are thrilled to welcome Daniel Thompson to the Steinberg Wealth team," stated Lorne Steinberg, President and Chief Investment Officer. "Daniel is an asset and a valuable addition to our seasoned investment team."
"Daniel joins an investment team that has done a terrific job of identifying undervalued global securities and delivering strong, risk-adjusted returns to our clients," Steinberg added. Despite the current difficult economic and investment environment, our portfolio returns and growth in client assets under management have given us the ability to invest in building our platform for the benefit of our clients."
"I am extremely pleased to join the Steinberg Wealth team – one that I have known and admired for 30 years," said Daniel Thompson, Vice President & Portfolio Manager. "I chose to join Steinberg Wealth because of the firm's unique principles and attractive wealth management platform, which includes close client relationships, a proven long-term track record and a diversified offering in investment strategies."
Daniel Thompson is well known for his exceptional leadership of some of Canada's most reputable and successful investment management firms. He joins Steinberg Wealth from previous positions as President of Jones, Gable & Company Ltd. and President and CEO of MacDougall, MacDougall & MacTier (3Macs). Prior to joining 3Macs, Daniel held senior and executive level positions at Pembroke Private Wealth Management Ltd. (formerly GBC Asset Management) and the Bank of Montreal.
At Steinberg Wealth, Daniel will report to Lorne Steinberg and deal directly with the firm's clients. Among his many functions, he will play a major role in the firm's investment process and will be a key contributor to the executive team. To learn more about the firm's views on the market and rationale behind its value-oriented investments, investors can subscribe to its investment newsletter by visiting www.steinbergwealth.com/subscribe.
About Lorne Steinberg Wealth Management:
Founded in 2009, Lorne Steinberg Wealth Management Inc. is one of Canada's preeminent wealth management firms serving high net worth private clients and institutional investors. Steinberg Wealth offers global equity and fixed income strategies for discerning investors. For more information about the company and its value-oriented approach, please visit its website at www.steinbergwealth.com.
SOURCE Lorne Steinberg Wealth Management
Image with caption: "Daniel Thompson, Vice President & Portfolio Manager at Lorne Steinberg Wealth Management (CNW Group/Lorne Steinberg Wealth Management)". Image available at: http://photos.newswire.ca/images/download/20151218_C7476_PHOTO_EN_567366.jpg
For further information: Brian Pinchuk, (514) 876-9888