LORNE STEINBERG WEALTH MANAGEMENT INC. of MONTREAL, QUEBEC is an SEC-registered investment adviser (CRD 290262). Regulatory assets under management: $814.4M.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Geoffrey Smith | CHIEF COMPLIANCE OFFICER | Palo Alto, CA |
| Lorne Steinberg | CHIEF EXECUTIVE OFFICER; PRESIDENT; TRUSTEE | — |
| Liam Alexander Card | PRESIDENT | — |
| STEINBERG LORNE | PRESIDENT | — |
| Smith Geoffrey | CHIEF COMPLIANCE OFFICER | — |
| Geoffrey Thomas Smith | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| TORONTO, ONTARIO | — | 6 | 416-485-4747 |
| TORONTO, ONTARIO | — | 6 | 416-485-4747 |
| LONDON | — | 1 | 866-876-9888 |
| LONDON | — | 1 | 866-876-9888 |