Our investment philosophy is rooted in the principles of fundamental value investing. We seek out exceptional businesses whose intrinsic value we believe exceeds their current market price. Put simply, we look for quality companies trading for less than they’re truly worth. This approach creates a “margin of safety” — a core concept championed by Benjamin Graham, the mentor of Warren Buffett — which helps preserve capital and build wealth over the long term.
We never outsource investment decisions to third parties. All of our research and analysis is done in-house.
As a management-owned firm, we have no external pressure from corporations, product providers or financial institutions.
Our interests are fully aligned with yours. We invest in the same opportunities as our clients.
We create a “margin of safety” by only investing in companies whose intrinsic value is greater than their share price.
After more than 20 years of success in the investment industry, Lorne Steinberg had a vision to build one of Canada’s leading independent investment counsel firms. In 2009, he founded Lorne Steinberg Wealth Management (LSWM). From day one, the firm has been guided by a commitment to transparency, exceptional service and long-term results. Today, LSWM continues to grow and partner with clients who value disciplined, high-quality wealth management.
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Your partnership with LSWM begins with a conversation. A Portfolio Manager will reach out to discuss your investment needs, concerns and expectations.
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Next, we’ll define your goals in more detail. Your Portfolio Manager will ask you about your risk tolerance and financial aspirations before creating a tentative plan.
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Once we’re aligned, we’ll conduct an in-depth review of your portfolio or investment proposal to ensure we’re setting you up for long-term success.
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Once you're ready, your accounts are opened through our trusted custodian bank.
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Your Portfolio Manager will stay in contact and provide regular status updates. As a client, you’ll also gain access to your investment portfolio online.
Our investment strategies are tailored to your risk profile and long-term goals. We’ll help you grow your wealth, at your pace while minimizing volatility along the way.
We’ll help you establish a financial roadmap that integrates cash flow, tax planning, estate planning, insurance needs and more.
We invest in the highest quality global companies which continue to grow, create shareholder value and meet our strict investment criteria.
We invest in high-quality Canadian companies that offer a dependable dividend income with the potential for capital appreciation.
We pursue enhanced yields in fixed income primarily through a diversified portfolio of selectively chosen non-investment grade bonds.
We invest in high-quality Canadian corporate, provincial and government bonds that offer reasonable income at a lower risk.
Not sure where to start? Connect with one of our portfolio managers to explore how our investment approach is built around you.
