Lyle Stein

Experience

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  Foster Associates Inc.

  Sept 1981 - Dec 1988

  Consultant

  Provided cost of capital testimony in utility rate cases in Canada and the US.

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  Nesbitt Thomson Inc.

  Jan 1988 - Mar 1992

  Chief Portfolio Strategist

  Chief Portfolio Strategist responsible for recommending asset mix, equity strategy and stock selection to the firm's institutional and retail clients. Twice voted as Canada's Top Ranked Portfolio Strategist in polls of institutional investors.

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  Sceptre Investment Counsel

  Mar 1992 - Apr 2002

  Portfolio Manager

  Canadian Equity manager. Was lead manager of the Sceptre Balanced Growth Fund, twice awarded as Canada's "Balanced Fund of the Year". Industries covered included Materials, Golds, Utilities and Technology.

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  Red Barn Capital Inc

  Apr 2002 - Nov 2011

  Founder, President

  Investment boutique created to manage capital for high net worth families with emphasis on small cap and special situation investments. Managed equity-income, small cap and offshore (China) LP funds. Company sold to Leon Frazier and Associates at which time I became CEO.

• 

  Leon Frazer & Assocates Inc.

  Nov 2011 - May 2015

  CEO, CCO, Managing Director

  One of Canada's longest-tenured investment counsel companies, Leon Frazier and Associates managed personal client and institutional assets of $1.75Bn during my tenure, emphasizing a dividend-driven equity strategy.

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  Vestcap Investment Management

  May 2015 - Jul 2019

  Managing Director, Chief Compliance Officer

  Portfolio Manager and CCO at private client manager. Managed assets for high net worth individuals as well as a high-yield fund.

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  Sitting on a Rock

  Aug 2019 - Jan 2021

  Chief Contemplative Officer

  Pondered the direction of the wealth management industry in the low-interest rate world of the 21st century. Explored fintech solutions that could enhance the delivery of portfolio management services to high net worth families.

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  Forvest SA

  Sept 2020 - now

  President, Forvest Global Wealth Management (Canada)

  Forvest Canada provides bespoke asset management services to high net worth Canadian families. Part of the Geneva-based Forvest Group, we create client-specific portfolios based on our global research inputs and an emphasis on capital preservation.