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Lorne Steinberg Wealth Management Inc.

Address

#3310, 1000 rue de la Gauchetiere West
Montreal, Quebec H3B 4W5
(514) 876 - 9888
Toll Free: (866) 876 - 9888
[email protected]
www.steinbergwealth.com

Principal Contacts

Lorne Steinberg
President
Tel: (514) 876 - 9888 ext 236
[email protected]

Geoffrey Smith
Portfolio Manager
Tel: (514) 876 - 9888
[email protected]

Debbie Andrewsky
VP
Tel: (514) 876 - 9888
[email protected]

Client Minimums

Private: $150,000
Institutional: $1,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec*

* indicates a physical location in this province

Lorne Steinberg Wealth Management is an independent investment firm that provides discretionary management services for private clients and institutional investors.

Our approach to investing is securely founded on a deep value-based philosophy – we are stubbornly focused on only buying quality businesses whose prices are compellingly cheap.

Our firm is committed to preserving capital, managing risk and exceeding client expectations both in terms of service and long-term investment returns.