Member Details

Lorne Steinberg Wealth Management Inc.

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.

Founded

2009

Assets

$ 485

Strategies

Global Value Equity and High Yield Bond

The Steinberg Value Equity Fund seeks to provide long-term capital appreciation by investing in public companies that meet our strict investment criteria, and whose share price is trading at a discount to its intrinsic value.
The Steinberg High Yield Fund seeks to maximize total return by investing primarily in higher yielding corporate bonds and other securities.

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

Philosophy

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.



Approach

Value

Team

Lorne Steinberg, MBA CFA
President

Daniel Thompson, MBA CFA
Vice President - portfolio manager

Geoffrey Smith, CFA
Portfolio Manager

Brian Pinchuk, BEng MBA CFA
Portfolio Manager

Phillip Armstrong
Senior Vice President, Fixed Income Investments

Samuel Oubadia, MBA CFA
Senior Analyst
.


Lorne Steinberg

president

Contact information

Daniel Thompson
daniel.thompson@steinbergwealth.com
1000 de la Gauchetiere Ouest, suite 3310
Montreal (QC) H3B 4W5

Telephone: 514-876-9888
Toll Free: 866-876-9888
Website: www.steinbergwealth.com

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