Lorne Steinberg is a control person of Lorne Steinberg Wealth Management and directly owns between 50% and 75% of it. Lorne Steinberg holds an MBA from Wharton School of the University of Pennsylvania and a BA from McGill University.
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.
Lorne Steinberg is Co-President and Portfolio Manager of Lorne Steinberg Wealth Management and founded the firm. Before founding it he was President and Chief Investment Officer of Magna Vista Investment Management Ltd., AGF's investment counsel business in Montreal, which he joined in 1999. Earlier he spent 10 years at Lafferty, Harwood and Partners, beginning as a research analyst and later responsible for the fixed income desk.
Professional designations
Listed by Lorne Steinberg Wealth Management
- Chartered Financial Analyst (CFA®)
- CRD
- 5517737
- Firm
- Lorne Steinberg Wealth Management · CRD 290262
- Role
- Chief Executive Officer
- In role since
- April 2009 · 17 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- 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 Lorne Steinberg work?
Lorne Steinberg has been Chief Executive Officer of Lorne Steinberg Wealth Management Inc. since April 2009, and is a control person of the firm.
Is Lorne Steinberg a CFA charterholder?
Lorne Steinberg Wealth Management lists Lorne Steinberg with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Lorne Steinberg’s record?
Lorne Steinberg’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.