Security

TD Waterhouse Institutional Services (TDWIS) is the preferred custodian of client assets. Accounts at TDWIS are held in the client’s name. Lorne Steinberg Wealth Management Inc. (LSWM) does not hold any client assets. 

LSWM receives no compensation from TDWIS. TDWIS was chosen due to its value added service, competitive transaction costs and overall organizational strength.

We are registered with the following authorities:
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 
 
Security