Financial Services >> CEO Interviews >> August 21, 2000
MARTIN S. WEINBERG, CFA, is Chairman, President & CEO of Assante
Corporation. Mr. Weinberg is responsible for the strategic direction of
Assante. He oversees and approves the planning, development and
execution of all business development and acquisition activities. In
addition, Mr. Weinberg founded Loring Ward Investment Counsel Ltd., now
a subsidiary of Assante. He was instrumental in the development of
Loring Ward's proprietary technology and its portfolio of products and
services. Under Mr. Weinberg's leadership, Loring Ward and The Equion
Group undertook the initial merger, which led to the creation of Assante
in 1995. Mr. Weinberg began his career in investment management in 1982
as an investment analyst with Investors Syndicate. He rose to the
position of Portfolio Manager with some discretionary trading
responsibilities and was involved in developing and researching new
investment and portfolio management strategies in the bond and equity
areas. Mr. Weinberg holds a B.Comm (Honors) in Finance and is a
Chartered Financial Analyst. He has received two Certificates of
Achievement from the Institute of Chartered Financial Analysts for
ongoing study of capital markets, and he has authored numerous studies
and articles on the topics of value investing and asset allocation. Mr.
Weinberg is a member of the Manitoba Economic Innovation and Technology
Council (EITC), which advises and reports directly to the Economic
Development Board of Cabinet. Profile
Mr. Weinberg: Assante Corporation is one of the largest non-bank owned
financial services firms in Canada. It is also one of the
