Communication & Reporting

At Lorne Steinberg Wealth Management Inc. we are committed to clear and regular communication with our clients.

Portfolio valuations are prepared on a quarterly basis and include a summary of all accounts.  We also provide a quarterly letter that reviews recent transactions and discusses our outlook on the economy and the capital markets.

National Bank Correspondent Network provide monthly statements when there is any account activity (“activity” does not include dividends & DRIPS), regular quarterly statements, and tax reporting at year end. Online access is also available upon request.