Engage with an experienced and global family business
President, Forvest Canada
Mr. Stein is a Bay Street veteran of over three decades. He has been a top-rated sell-side analyst, an award-winning mutual fund manager, an entrepreneur, a CEO, and a director of both public and private companies. He brings the wisdom and experience those gathered over those various positions to each of the private client portfolios he manages. Mr. Stein is a CFA charter holder and has degrees in Economics from the University of Wisconsin (BS) and University of Toronto (MA).
Relationship Manager, Forvest Canada
Mr. Wollach brings over a decade of experience in the wealth management area. In addition to his corporate analysis and real estate experience, Mr. Wollach specializes in intellectual property, new and digital media, and private philanthropy. He has managed companies around the globe. Mr. Wollach has a B.A. in Modern Culture & Media from Brown University.
Worldwide Executive Management Team
45+ years of experience, including roles as Financial Analyst with UBS, Geneva and Vice President of Barclays Bank Switzerland, before founding Forvest Trust. Business Engineering degree in Economics and Marketing, Dr.h.c. degree from the Hebrew University of Jerusalem.
30+ years of experience in auditing and finance, including roles at Ernst & Young S.A., Pennone & Partners S.A., and as Finance Director for several companies on the Swiss Stock Exchange. Founder of GP Fiduciaire S.A. in Geneva. MA in Economics from the University of Geneva, Swiss certified accountant, member of the Swiss Institute of Certified Accountants and Tax Consultants, and certified by the Swiss Federal Audit Oversight Authority (FAOA).