People Moves

Canadian Wealth Manager Adds SVP, Portfolio Manager

Eliane Chavagnon Editor - Family Wealth Report December 21, 2015

Canadian Wealth Manager Adds SVP, Portfolio Manager

Lorne Steinberg Wealth Management has welcomed Daniel Thompson to the team.

Daniel Thompson has been appointed as a vice president and portfolio manager at Lorne Steinberg Wealth Management, a Montreal-based wealth management firm with offices in Montreal and Toronto.

Thompson joins Steinberg Wealth from previous positions as president of Jones, Gable & Company and president and CEO of MacDougall, MacDougall & MacTier (3Macs). Prior to joining 3Macs, he held senior and executive level positions at Pembroke Private Wealth Management (formerly GBC Asset Management) and Bank of Montreal.

At Steinberg Wealth, Thompson will report to Lorne Steinberg, president and chief investment officer at the firm.

 

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes