![Daniel W. Thompson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
| Sociétés | Poste | Début |
|---|---|---|
Lorne Steinberg Wealth Management, Inc.
 Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Gestionnaire de Portefeuille-Actions | 01/11/2015 |
| Sociétés | Poste | Fin |
|---|---|---|
Raymond James Investment Counsel Ltd.
 Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | President | 01/06/2010 |
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| Entreprise privées | 2 |
|---|---|
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | Finance |
Lorne Steinberg Wealth Management, Inc.
Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance LSWM aims to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance. The firm employs a conservative, disciplined investment philosophy based on fundamental value approach. The type of company in which they seek to invest is one whose intrinsic value is greater than the stated price of its shares. Their investment ideas are generated through rigorous in-house, bottom-up research and analysis, and through proprietary screening processes. | Finance |
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