Lyle A. Stein
President chez Forvest Global Wealth Management, Inc.
Fortune : 91 577 $ au 30/04/2024
Profil
Lyle A.
Stein is currently the Director at Inter-Varsity Christian Fellowship of Canada, Portfolio Manager at Tera Capital Corp., Member at CFA Society Toronto, and President at Forvest Global Wealth Management, Inc. He previously worked as an Independent Director at NEMI Northern Energy & Mining, Inc., Managing Director at Sceptre Investment Counsel Ltd., and Managing Director & Senior Portfolio Manager at Vestcap Investment Management, Inc. Mr. Stein has an undergraduate degree from the University of Toronto and a graduate degree from the University of Wisconsin.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 01/03/2024 | 709 900 ( 1,10% ) | 91 577 $ | 30/04/2024 |
Postes actifs de Lyle A. Stein
| Sociétés | Poste | Début |
|---|---|---|
Tera Capital Corp.
 Tera Capital Corp. Investment ManagersFinance Tera Capital Corp. (Tera) is an independent mutual fund manager headquartered in Stouffville, Canada. The firm was founded by Howard Sutton in 1996. Tera manages Tera Fund Family. | Gestionnaire de Portefeuille-Actions | - |
CFA Society Toronto
 CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 02/05/2011 |
Inter-Varsity Christian Fellowship of Canada
 Inter-Varsity Christian Fellowship of Canada Miscellaneous Commercial ServicesCommercial Services Inter-Varsity Christian Fellowship of Canada engages in the provision of religious camps. Its services include bible studies. spiritual, community, and leadership development. The fellowship was founded in 1928 and is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
| Forvest Global Wealth Management, Inc. | President | 01/09/2020 |
Anciens postes connus de Lyle A. Stein
| Sociétés | Poste | Fin |
|---|---|---|
Vestcap Investment Management, Inc.
 Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Gestionnaire de Portefeuille-Actions | 01/07/2019 |
Sceptre Investment Counsel Ltd.
 Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
| NEMI NORTHERN ENERGY | Directeur/Membre du Conseil | 16/04/2012 |
Formation de Lyle A. Stein
| University of Toronto | Undergraduate Degree |
| University of Wisconsin | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
NEMI Northern Energy & Mining, Inc.
 NEMI Northern Energy & Mining, Inc. CoalEnergy Minerals NEMI Northern Energy & Mining, Inc. operates as a merchant bank, which engages in the development of investment assets and equity portfolios. It focuses on the investment portfolio built on strategic equity and debt investment opportunities. The company was founded on October 21, 1987 and is headquartered in Vancouver, Canada. | Energy Minerals |
Tera Capital Corp.
Tera Capital Corp. Investment ManagersFinance Tera Capital Corp. (Tera) is an independent mutual fund manager headquartered in Stouffville, Canada. The firm was founded by Howard Sutton in 1996. Tera manages Tera Fund Family. | Finance |
Sceptre Investment Counsel Ltd.
Sceptre Investment Counsel Ltd. Investment ManagersFinance Sceptre Investment Counsel Ltd. provides financial planning services to its clients. It provides services to corporations, governments, hospitals, charitable foundations, endowments, universities, unions, high net-worth individuals, reserve funds of insurance companies, estates, trusts, and private corporations. The company was founded on November 22, 1955 and is headquartered in Toronto, Canada. | Finance |
CFA Society Toronto
CFA Society Toronto Miscellaneous Commercial ServicesCommercial Services CFA Society Toronto supports the professional and business development of charterholders. It provides member services including educational programs, sponsored events, employment postings, and networking opportunities. The company was founded in 1936 and is headquartered in Toronto, Canada. | Commercial Services |
Inter-Varsity Christian Fellowship of Canada
Inter-Varsity Christian Fellowship of Canada Miscellaneous Commercial ServicesCommercial Services Inter-Varsity Christian Fellowship of Canada engages in the provision of religious camps. Its services include bible studies. spiritual, community, and leadership development. The fellowship was founded in 1928 and is headquartered in Toronto, Canada. | Commercial Services |
Vestcap Investment Management, Inc.
Vestcap Investment Management, Inc. Investment ManagersFinance Vestcap Investment Management, Inc. is a Canadian independent investment management company that has been operating for over 30 years. The private company is based in Toronto, Canada. The company does not sell products or make commissions, and are fully aligned with their clients. The company was founded in 1988 by Mowbray Nugent Schneider. The CEO is Robert Douglas Furse. | Finance |
| Forvest Global Wealth Management, Inc. |
