Daniel Thompson Email & Phone Number
Vice President - Portfolio Manager @ Lorne Steinberg Wealth Management, Inc.
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Daniel Thompson Location
- Valcourt, QC, CA
Daniel Thompson Work
- 2015 - now Vice President - Portfolio Manager @
- 2012 - 2015 President @ Jones, Gable & Company Limited
- 2009 - 2012 President and CEO @
- 1995 - 2009 partner @
- 1997 - 2007 President @
- 1989 - 1995 Manager - Private Banking @ Bank of Montreal
- 1987 - 1989 Manager - Investment Services @
- 1985 - 1986 sales training program @
Daniel Thompson Education
- Chartered Financial Analyst
Chartered Financial Analyst (CFA)
1997 - 2000 - McGill University
MBA (Finance)
1990 - 1995 - Canadian Association of Financial Planners (CAFP)
Chartered Financial Planner (Financial Planning and Services)
1985 - 1987 - Western University
BA (Economics)
1981 - 1984 - Marianopolis College
(Business/Commerce, General)
1979 - 1981 - Chambly County High School
High School diploma
1974 - 1979
Daniel Thompson Skills
- Portfolio Management
- Investments
- Strategic Planning
- Asset Management
- Wealth Management
- Financial Planning
- Asset Allocation
- Investment Strategies
- Mutual Funds
- Financial Analysis
- Capital Markets
- Financial Services
- Securities
- Mergers & Acquisitions
- Investment Management
- Strategic Financial Planning
- Asset Managment
- Equity Research
- Fixed Income
- Equities
- Analysts
- Sales
- Mergers and Acquisitions
- Marketing
- Microsoft Excel
- Public Speaking
- Banking
Daniel Thompson Summary
- Daniel Thompson, based in Valcourt, QC, CA, is currently a Vice President - Portfolio Manager at Lorne Steinberg Wealth Management Inc.. Daniel Thompson brings experience from previous roles at Jones, Gable & Company Limited, MacDougall, MacDougall and Mactier and Pembroke Private Wealth Management. Daniel Thompson holds a 1997 - 2000 Chartered Financial Analyst (CFA) @ Chartered Financial Analyst. With a robust skill set that includes Portfolio Management, Investments, Strategic Planning, Asset Management, Wealth Management and more. Daniel Thompson has 2 emails on RocketReach.
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Top Lorne Steinberg Wealth Management, Inc. Employees
Daniel Thompson
Vice President - Portfolio Manager
Valcourt, QC, CA
Lorne Steinberg
Co-President
Montreal, QC, CA
Robert da Silva
Vice-President and Trader
Montreal, QC, CA
Michelle Kim
Vice President and Portfolio Manager
Toronto, ON, CA
Liam Card
Co President
Toronto, ON, CA
Jennifer Walsh
Administrative Assistant
Longueuil, QC, CA
Elaine Taing
Administrative Assistant
Montreal, QC, CA
Alessandro Pl
Portfolio Manager and Financial Planner
Montreal, QC, CA
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