Daniel W. Thompson
Portfolio Manager-Equities at Lorne Steinberg Wealth Management, Inc.
Profile
Mr. Daniel W.
Thompson, CFA MBA, is a Vice President & Portfolio Manager at Lorne Steinberg Wealth Management, Inc. He has 30 years of experience in the investment industry.
Prior to joining LSWM, Mr. Thompson served as president of a boutique investment counselling 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.
He 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.
Daniel W. Thompson active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | - |
Former positions of Daniel W. Thompson
| Companies | Position | End |
|---|---|---|
Raymond James Investment Counsel Ltd.
 Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | President | 2010-05-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Finance |
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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