Business Details
Your Trusted Investment Advisers in Montreal
Lorne Steinberg Wealth Management is a client-focused investment firm dedicated to delivering strong long-term returns while prioritizing capital preservation and risk management. Our disciplined, value-based investment philosophy centers on identifying quality businesses trading below intrinsic value, supported by rigorous in-house research and a commitment to aligning client and firm interests. As a management-owned firm, we operate independently of external influences, ensuring our strategies remain free from conflicts of interest.Our team of experienced professionals provides personalized discretionary management services for private clients and institutional investors, offering both segregated accounts and pooled funds tailored to diverse financial objectives. We maintain transparent communication through quarterly portfolio valuations, economic outlook reports, and direct client access to portfolio managers, reinforcing our dedication to exceptional service and long-term client success.
Services
Investment Grade Bond Strategy
Global Value Equity
Canadian Dividend Growth
High Yield Bonds
Discretionary Management
Highlights and features
- We employ a disciplined value-based investment philosophy focused on capital preservation
- Our management-owned structure eliminates conflicts of interest and external influences
- Employees invest alongside clients ensuring aligned interests
- Research-driven approach with rigorous fundamental credit analysis
- 30+ years of combined experience managing both equity and fixed income portfolios
Associations and certifications
- Portfolio Management Association of Canada
Services
Global Value Equity
Our Global Value Equity strategy identifies undervalued public companies through fundamental analysis. We focus on businesses with strong financials trading below intrinsic value, providing long-term capital appreciation while maintaining strict risk controls. This approach combines bottom-up research with portfolio diversification to optimize returns.
Canadian Dividend Growth
This strategy targets high-quality Canadian companies with consistent dividend payment histories. We focus on businesses demonstrating both current income potential and long-term capital growth through dividend increases. The approach emphasizes tax-efficient returns in taxable accounts through Canadian dividend tax credits.
High Yield Bonds
Our High Yield Bond strategy seeks total return through non-investment grade corporate debt. We apply value principles to fixed income markets, focusing on credit quality analysis and diversification across issuers while maintaining conservative risk parameters aligned with our overall investment philosophy.
Investment Grade Bond
This strategy provides income generation through Canadian corporate, provincial, and government bonds. We emphasize shorter duration instruments to reduce interest rate risk while optimizing tax efficiency in registered accounts through direct bond laddering or ETF implementations.
Discretionary Management
Our discretionary services offer personalized portfolio management across both segregated accounts and pooled funds. Clients benefit from tailored investment solutions combining our core strategies, with ongoing portfolio adjustments made based on evolving market conditions and individual client requirements.
People
Lorne Steinberg
Co-President & Portfolio Manager
Founder of LSWM with 30+ years in investment management. Former President of AGF's investment counsel business and CFA charterholder since 1996. Holds MBA from Wharton and BA from McGill.
Liam Card
Co-President & Portfolio Manager
15+ years industry experience with expertise in wealth management. Joined LSWM in 2014 after roles at Richardson Partners Financial. Holds BA from University of North Carolina and sports achievement background.
Geoffrey Smith
Chief Compliance Officer
30+ years in investment industry including roles at Magna Vista and RBC Capital Markets. CFA charterholder since 1993 with expertise in fixed income and global equities research.
Daniel Thompson
Vice President & Portfolio Manager
30-year industry veteran with executive experience at major Canadian investment firms. Holds MBA from McGill and dual CFA/CFP designations with expertise across portfolio management and financial planning.
Konstantin Kizunov
Vice President, Fixed Income
25+ years in investment management with senior roles at Manulife and John Hancock. CFA charterholder since 2001 with specialized expertise in high yield securities and fixed income portfolio management.
Questions
What investment strategies do you offer?
We offer four core strategies: Investment Grade Bond, Global Value Equity, Canadian Dividend Growth, and High Yield Bonds, each tailored to different risk-return profiles.
What is your investment philosophy?
Our value-based approach focuses on buying quality businesses below intrinsic value with emphasis on capital preservation and fundamental research.
How are portfolios managed?
We provide discretionary management through both separately managed accounts and pooled funds, with personalized solutions for individual client circumstances.
What sets you apart from other wealth managers?
Our management-owned structure ensures no conflicts of interest, while our team's extensive experience and aligned investment approach differentiate us.
How do you communicate with clients?
We provide quarterly portfolio valuations, economic outlook reports, and direct access to portfolio managers for personalized communication.
Are you regulated in Canada?
We are registered in all Canadian provinces and maintain strict compliance with regulatory requirements through our partnership with National Bank Independent Network.
Videos
