For clients who seek full, ongoing, and holistic financial planning to complement their sound investment strategies. Financial planning is a complimentary service for Lorne Steinberg Investment clients (ex Quebec) who deal directly with Susan Mallin. Please contact her for more information.
Portfolio Management Services
Separately Managed Accounts – for high net worth clients or households. Includes a personal Investment Policy designed to reflect individual unique needs and objectives. Global investment management with deep value investment style. Portfolios managed with a team approach through Lorne Steinberg Wealth Management Inc. (Account size $500,000 and up)
RRSP’s – Holding Co’s – Cash accounts – Foundations – Trusts – IPP’s
Steinberg Pooled Funds
Pooled funds designed to mimic our high net worth portfolios for the individuals in the growing and early stage of personal wealth building (Household wealth $150,000 – $500,000)
RRSP’s – TFSA’s – RESP’s – Cash Accounts – Holding Co’s – Trusts – IPP’s
Global Value Equity Pooled Fund
Utilizing a strict investment criteria for value style investing in publically traded companies around the world.
High Yield Pooled Fund
Investments in higher yielding corporate bonds with a value based bottom up approach, providing a diversified pool of higher quality non-investment grade bonds.
Competitive low fee. Tax deductible in some accounts.