CRD: 290262
Lorne Steinberg Wealth Management Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst foundationInsight
- 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.
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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%
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- CRD
- #37359
- Ownership
- 12.1%
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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
Total SMA Asset: $438,360,377
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $156,722,377 | 30.0% |
| Equity - Exchange | $50,673,569 | 9.7% |
| Corporate - Investment Grade | $56,420,056 | 10.8% |
| Cash | $35,523,739 | 6.8% |
| Sovereign Bonds | $73,659,517 | 14.1% |
| Other | $149,408,666 | 28.6% |
| Total | $522,407,924 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PATHWAY | RADIAL VERTEX | VK3VW9PPG | PVSPX | 4.30% | $78,402,399 |
| OAK ALPHA | OAK RIDGE | 4R7YZET6J | VAJ | 11.99% | $64,380,827 |
| RADIAL OAK | SIGNAL OPTIMA | YRKJDK20U | ZRY | 3.89% | $1,122,694 |
| RADIAL LEGACY OPTIMA | DELTA MERIDIAN | MD80CHB5J | ZZVST | 4.59% | $75,572,510 |
| BRIDGE LEGACY MATRIX | ZENITH DELTA | KX33818VR | UGZMY | 7.40% | $65,835,397 |
| ZENITH SIGNAL | QUANTUM OPTIMA | BFLDDUBHX | WHNX | 4.38% | $46,872,937 |
| RADIAL OAK | CATALYST HORIZON | OCMUJU280 | RPKM | 5.20% | $86,437,691 |
| OAK PATHWAY | MATRIX TIMBER | GJGEZODZ0 | FFYXZ | 2.23% | $39,394,998 |