Lorne Steinberg
Director/Board Member at IMAFLEX INC.
Net worth: 29 550 $ as of 2024-03-30
Profile
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.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
IMAFLEX INC.
0.10% | 2023-11-29 | 50,000 ( 0.10% ) | 29 550 $ | 2024-03-30 |
Lorne Steinberg active positions
Companies | Position | Start |
---|---|---|
IMAFLEX INC. | Director/Board Member | 2017-06-20 |
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 | 2008-12-31 |
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 | - |
Former positions of Lorne Steinberg
Companies | Position | End |
---|---|---|
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 | 2009-03-30 |
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 | - |
Training of Lorne Steinberg
McGill University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
IMAFLEX INC. | Process Industries |
Private companies | 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 |
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