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)