Liam Card is a control person of Lorne Steinberg Wealth Management and directly owns between 10% and 25% of it. Liam Card holds a Bachelor of Arts from the University of North Carolina – Chapel Hill.
Lorne Steinberg Wealth Management is an investment adviser based in Montreal, Quebec, Canada, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $814 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
Liam Card is Co-President and Portfolio Manager of Lorne Steinberg Wealth Management, based out of the firm's Toronto office. He joined the firm in 2014, after beginning his career at CIBC Wood Gundy in a sales and marketing role and then working as an Investment Advisor at Richardson Partners Financial. He has been involved in the investment industry for over 20 years.
- CRD
- 8061215
- Firm
- Lorne Steinberg Wealth Management · CRD 290262
- Role
- President
- In role since
- January 2025 · 1 year
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Montreal, Quebec, Canada
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- steinbergwealth.com
Where does Liam Card work?
Liam Card has been President of Lorne Steinberg Wealth Management Inc. since January 2025, and is a control person of the firm.
How can I verify Liam Card’s record?
Liam Card’s role is listed on Lorne Steinberg Wealth Management Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 290262.