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Forvest Global Wealth Management Inc.

Address

3250 Bloor Street West
East Tower Suite 600
Toronto, ON M8X 2X9
(647) 362 - 3990
info@forvestglobal.ca
https://forvestglobal.ca/

Principal Contacts

Lyle Stein
President
Tel: (647) 990 - 8543
l.stein@forvestglobal.ca

Client Minimums

Private: $500,000
Institutional: $2,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Ontario*
  • Quebec

* indicates a physical location in this province

About Us

Since its inception, Forvest has dedicated itself to finding original solutions to preserve, diversify and grow familial assets in an increasingly unstable and unpredictable environment. With a network of affiliates in Europe, Asia, and the Americas, we constantly work to remain up-to-date with the financial markets’ latest developments and anticipate its upcoming trends.

Join our family of clients knowing we deeply value your trust and look forward to using our generations of experience and international presence to help you achieve your financial goals.

Our Story

Forvest originally began as a single family trust, whose main focus was to protect its investment portfolio from unforeseen political, geographical and economic events and ensure the efficient transfer and protection of family wealth for future generations. It achieved this through inventive diversification of assets and innovative use of trust structures.

In 1982, David Wollach propelled Forvest into its second generation and established Forvest Trust, an asset management company based in Geneva, Switzerland and regulated by Swiss law. As such, Forvest expanded its services to high net worth clients around the world, investing, reporting and managing assets internationally through a growing network of global affiliates and correspondents.

Today, Forvest enacts the mission of The Forvest Group, a family of companies which aims to simplify the complexities of wealth management and generational asset protection by consolidating a network of global financial services through one experienced, reliable and trustworthy entity: Forvest.