Meet the Team

Lorne Steinberg,
MBA CFA
President & Portfolio Manager

Lorne Steinberg,
MBA CFA
President

Lorne Steinberg founded Lorne Steinberg Wealth Management Inc. (LSWM) with the vision of providing investment counsel services to high net worth individuals, based on principles of integrity, transparency, trust and capital preservation. Prior to founding the firm, he was President and Chief Investment Officer of AGF’s investment counsel business in Montreal, Magna Vista Investment Management Ltd., which he joined in 1999. Before Magna Vista he spent 10 years at Lafferty, Harwood and Partners, where he began as a research analyst and was later responsible for the fixed income desk.

Lorne received his MBA from the Wharton School of the University of Pennsylvania and his BA from McGill University. He has been a Chartered Financial Analyst (CFA) charterholder since 1996.

Email: lorne.steinberg@steinbergwealth.com
Phone: 514-876-9888

Geoffrey Smith,
CFA
Chief Compliance Officer & Portfolio Manager

Geoffrey has worked in the investment industry for over 30 years. Prior to joining LSWM, he worked at Magna Vista Investment Management Ltd. as a research analyst specializing in fixed income and global equities. Before Magna Vista, Geoffrey spent eight years at RBC Capital Markets managing the Canadian Bond Futures desk at the Montreal Exchange. He was also a senior officer at a boutique investment dealer, where he managed a proprietary trading desk.

Geoffrey received his BBA from the University of New Brunswick and has been a Chartered Financial Analyst (CFA) charterholder since 1993.

Email: geoffrey.smith@steinbergwealth.com
Phone: 514-876-9888

Liam Card,
CIM
SENIOR VICE PRESIDENT & PORTFOLIO MANAGER

Liam is a Senior Vice President and Portfolio Manager based out of our Toronto office. He has been involved in the investment industry for over 15 years. He began his career at CIBC Wood Gundy in a sales and marketing role. Shortly thereafter, he became an Investment Advisor at Richardson Partners Financial. Liam then moved over to the wealth management side of the industry, and joined Lorne Steinberg Wealth Management in 2014.While on a full athletic scholarship (track & field), Liam received his Bachelor of Arts in 2003 from the University of North Carolina – Chapel Hill. He is a two-time National Jr. Champion and represented Canada at the World Jr. Championships and Pan Am Jr. Games.

Email: liam.card@steinbergwealth.com
Phone: 416-485-4747

Daniel Thompson,
MBA CFA
VICE PRESIDENT & PORTFOLIO MANAGER

Daniel Thompson has 30 years of experience in the investment industry. Prior to joining LSWM, Daniel 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.

Daniel 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.

Email: daniel.thompson@steinbergwealth.com
Phone: 514-876-9888

Brian Pinchuk,
BEng MBA CFA
VICE PRESIDENT & PORTFOLIO MANAGER

Brian has worked for a number of years at various leading technology companies, such as Ericsson and CGI. Leveraging his experience in the technology sector, he co-founded a company providing technological solutions to the gaming industry. Brian then advanced into the video game industry, where he worked for three years heading a team of software engineers developing animation technology at Electronic Arts, a leading interactive entertainment software company.

Brian received his MBA from HEC Montreal and his BEng in computer engineering from the University of Waterloo. He is a Chartered Financial Analyst (CFA) charterholder.

Email: brian.pinchuk@steinbergwealth.com
Phone: 514-467-4474

Debbie Andrewsky
VICE PRESIDENT ADMINISTRATION

Debbie Andrewsky has over 30 years of administrative experience within the financial services industry. Prior to joining LSWM, she was a senior administrator at Magna Vista and a Branch Administrator at RBC Dominion Securities. Debbie‘s primary focus at LSWM is providing clients with timely and accurate information regarding their portfolios. She has completed her Canadian Securities Course and the Investment Funds in Canada course (IFIC).

Email: debbie.andrewsky@steinbergwealth.com
Phone: 514-876-9888

Konstantin Kizunov,
CFA
Vice President, Fixed Income

Konstantin has 25 years of experience in the investment industry. Prior to joining Lorne Steinberg Wealth Management, Konstantin served as a managing director and senior portfolio manager, high yield securities, at Manulife Asset Management and John Hancock Asset Management. In 2017, Konstantin joined Kogan Financial, moving over to the wealth management side of the industry.

Konstantin received his undergraduate degree from the University of Western Ontario, his MBA from Simon Fraser University and was awarded the CFA charter in 2001.

Email: Konstantin.Kizunov@steinbergwealth.com

Martin Cobb,
ASIP
Senior Vice President, Equities

An industry veteran with over 25 years of experience, Martin Cobb is the Senior Vice President, Equities at Lorne Steinberg Wealth Management and is responsible for equities investment research and the management of our equity portfolios. Prior to joining LSWM, he was an Executive Vice President for the Templeton Global Equity Group where he managed a number of global, international and small / mid cap equity portfolios as well as having research responsibility for a variety of global sectors and countries. Prior to joining Franklin Templeton in 2003, Mr. Cobb was an investment manager with SVM Asset Management in Edinburgh, a senior portfolio manager (UK equities) for First State Investments, and an equities analyst with Baillie Gifford. He entered the financial services industry in 1992. He holds a B.Sc. with Honours in Mathematics from the University of Edinburgh and is an associate of the CFA Institute.

Email: martin.cobb@steinbergwealth.com
Phone: 647-812-7073

Michelle Head Kim,
MA Econ, MBA
Vice President & Portfolio Manager

Michelle Head Kim
MA Econ, MBA

Michelle is a seasoned industry veteran with over 25 years’ experience in the investment management industry. She has expertise managing private client residents in both Canada and USA, charitable foundations, corporate accounts and pension funds.

Michelle began her investment career in the insurance industry managing assets for Aetna Canada; segregated and pooled accounts for corporations and individuals. She then moved to large institutional pension fund management as portfolio manager for the fixed income assets of Imperial Oil Pension and TD Bank Pension. Most recently Michelle's emphasis has been on private clients as Senior Portfolio Manager in Vancouver/Toronto for Scotia Wealth Management.

Michelle also brings experience from the Investment Banking World with her role at Goldman Sachs Canada as Vice President as well as TD Securities, Head of Fixed Income Sales where she focused on private clients, institutional pension funds, corporate clients and endowment funds.

Michelle knows what it means to run your own business, having founded MHK Wealth Management, which is an independent 'advice only' consulting practice where she was able to work with private clients and "women in need" to strengthen their financial wellbeing.

Michelle received her MBA from the University of Toronto, Rotman School of Management and her MA Economics from Western University.

Email: Michelle.HeadKim@steinbergwealth.com
Phone: 416-485-0303

Alessandro Scali,
Fin.Pl., CIM
Financial Planner & Associate Portfolio Manager

Alessandro Scali
Financial Planner & Associate Portfolio Manager

Alessandro has been in the financial industry since 2007. He began his career as an advisor in the insurance industry with London Life, then moved over to the Canadian banking sector. His career as a financial advisor began with BMO and evolved as a Financial Planner and Investment advisor with RBC, Manulife Securities and MD Financial Management. Alessandro has extensive experience in financial planning, which includes investment advisory, retirement and estate planning, insurance, and banking.

Alessandro graduated from Concordia University with a Bachelor Arts (BA) majoring in Business Administration. He also pursued graduate studies and obtained a Graduate Diploma in Finance from McGill University. He holds both the Financial Planner designation (Fin.Pl.) from l’Institute Québécois de Planification Financière and the Chartered Investment Manager designation (CIM).

Email: alessandro.scali@steinbergwealth.com
Phone: 514-916-4007

Michael Peterkin
Associate Portfolio Manager

Michael is an Associate Portfolio Manager based out of our Toronto office. He has over 5years of experience in the investment industry. Prior to joining LSWM, he worked at BMO Nesbitt Burns supporting high net worth clients. Michael earned a bachelor’s degree in economics from McGill University while also playing for their Men’s Varsity Basketball team. He is currently pursuing the Chartered Financial Analyst (CFA) designation.

Email: michael.peterkin@steinbergwealth.com
Phone: 647-812-7074

Robert da Silva,
CFA CAIA
Vice President, Trading

Robert DaSilva,
CFA CAIA
Vice President, Trader

Robert has 15 years of experience in the investment management industry. Prior to joining LSWM, Robert led Canadian business development for the Fixed Income derivatives product division at one of Canada’s foremost exchange groups. Previously, he spent 8 years at one of Canada’s largest bank-owned asset managers in various roles, namely as a Trader on the Global Fixed Income team.

Robert graduated from Concordia University with a Bachelor of Commerce (BComm) majoring in Finance. He is both a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.

Email: Robert.DaSilva@steinbergwealth.com
Phone: 514-876-9888

Larry Hazel, CFA
PORTFOLIO MANAGER

Larry is a Portfolio Manager with his CFA designation. With almost 20 years of experience in the financial industry, he has extensive knowledge and expertise managing money for affluent clients, foundations, and charitable organizations. Over the last few years, Larry has focused on building and managing wealth for Physicians across Ontario, and takes pride in helping families meet their financial needs and reach their goals in life.

Larry spends most of his free time on baseball diamonds and football fields with his three boys. Larry has coached the Local London Badgers baseball team for five years and has served on several non-profit boards as treasurer, understanding the importance of giving back to the community.

Elaine Taing
Administration

Elaine is a seasoned administrative professional with many years of experience in client service and administration. She is often the first point of contact for clients and is known for her cheerful and approachable demeanor. Elaine’s organizational skills and attention to detail make her a valuable asset to our team. In addition to her expertise in client service and administration, Elaine is also a skilled communicator, problem-solver, and always willing to lend a helping hand to her colleagues.

Email: elaine.taing@steinbergwealth.com
Phone: 514-876-9888

Jennifer Walsh
Administration

Jennifer Walsh has over 25 years administrative experience within various industries in Montreal and Toronto.

During the last 5 years with LSWM, Jennifer has assisted the firm’s President, Vice Presidents and Portfolio Managers in the daily operations. This includes providing clients with information regarding their portfolios, account openings and strategy allocations. Prior to joining LSWM, Jennifer worked with Puma Canada in Accounts Receivable and Credit Analysis.

Email: jennifer.walsh@steinbergwealth.com
Phone: 514-876-9888