Communication & Reporting

At Lorne Steinberg Wealth Management Inc. we are committed to clear and regular communication with our clients.


Portfolio valuations are prepared on a quarterly basis and include a summary of all accounts.  We also provide a quarterly letter that reviews recent transactions and discusses our outlook on the economy and the capital markets.

 
TD Waterhouse Institutional Services is the preferred custodian of our clients’ portfolios and is responsible for the daily clearing and settlement of transactions. TD Waterhouse Institutional Services provide monthly statements and tax reporting at year end.  Online access is also available upon request.