CRD: 290262
Lorne Steinberg Wealth Management Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
About Lorne Steinberg Wealth Management Inc.
Lorne Steinberg Wealth Management (Montreal) provides wealth management and financial planning with a disciplined, high-quality, lower-risk approach focused on growing and protecting client assets. The team emphasizes personalized guidance, clear communication, and regular updates, and aligns interests by investing alongside clients. Works across portfolios using vehicles such as ETFs and pooled funds; custodied with Fidelity/NFS.
Reported data analysis
What the numbers show
Between October 1, 2025 and March 27, 2026, reported AUM increased 24.5%, from $654.1M to $814.4M.
Across 5 reported observations, AUM increased 41.0% between April 27, 2022 and March 27, 2026, from $577.7M to $814.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 1,047 clients, or 95.2 clients per representative. That equates to $777.8K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
LORNE STEINBERG
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
liam Alexander card
President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $814,354,377 | $314,909 |
| Non-Discretionary | $0 | -- |
| Total | $814,354,377 | $314,909 |
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Separately Managed Accounts
SMA allocation detail is available
Lorne Steinberg Wealth Management Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lorne Steinberg Wealth Management Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.