Our Firm
Lorne Steinberg Wealth Management Inc. provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.
At LSWM, research is the lifeblood of our company. Through our disciplined investment approach, we aim to grow client capital over time within a lower risk framework. Capital preservation is of paramount importance.
We are a management-owned firm and operate without external influence or pressure, free of ties to product providers and financial service institutions. Employees and partners of the firm own the same securities as our clients, ensuring that interests are aligned.
Attributes:
* Conservative, disciplined investment philosophy
* Research driven, not sales driven
* Employees hold the same investments as our clients
* No conflicts of interest/corporate affiliations
* Management-owned
Registered in:
Ontario - Ontario Securities Commission
Quebec - Autorité des marchés financiers
British Columbia - British Columbia Securities Commission
Alberta - Alberta Securities Commission
Nova Scotia - Nova Scotia Securities Commission
Prince Edward Island - Securities Office
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