Lorne Steinberg Wealth Management Inc.
Lorne Steinberg Wealth Management Inc. is an independent asset management firm headquartered in Montreal, Quebec, Canada. Founded by Lorne Steinberg, the company provides investment management services with a focus on serving individuals, families, and institutional clients. The firm specializes in personalized portfolio management based on research-driven strategies. Employee count is not publicly disclosed but is likely under 20, given its boutique profile.
Investment Strategy
Lorne Steinberg Wealth Management Inc. employs a disciplined, value-oriented investment approach, emphasizing long-term capital appreciation through diversified portfolios of global equities and fixed income securities. Their strategy favors high quality companies and conservative allocations, reflecting a philosophy of capital preservation and risk management while pursuing steady growth.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | Royal Bank of Canada | 4.20% | $16.1M | 121,904 | $92.61 | $131.55 | +$2.9M |
M MSFT | Microsoft Corp | 3.70% | $14.2M | 28,504 | $235.03 | $497.41 | +$3.4M |
C CM | Cdn Imperial Bk of Commerce | 3.38% | $13.0M | 180,597 | $48.28 | $70.83 | +$3.7M |
B BRK-B | Berkshire Hathaway B | 2.93% | $11.2M | 23,126 | $240.25 | $485.77 | -$1.2M |
J JPM | JPMorgan Chase & Co | 2.92% | $11.2M | 38,520 | $116.31 | $289.91 | +$1.6M |