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They include 740 individual clients, 304 high-net-worth individuals and 3 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lorne Steinberg Wealth Management offer?","answer":"Lorne Steinberg Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lorne Steinberg Wealth Management charge?","answer":"Lorne Steinberg Wealth Management charges 0.50%–1.50% a year for its Separately Managed Account Fees. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.","source":"FORM ADV, PART 2A BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lorne Steinberg Wealth Management use?","answer":"Lorne Steinberg Wealth Management’s separately managed account assets are held at National Bank Independent Network (Toronto), with $793M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lorne Steinberg Wealth Management have?","answer":"Lorne Steinberg Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lorne Steinberg Wealth Management invest in?","answer":"At the end of its last fiscal year, Lorne Steinberg Wealth Management’s separately managed accounts held 47% pooled vehicles (private funds and similar), 37% exchange-traded equities, 8% investment grade corporate bonds, 5% cash and equivalents, 2% sovereign bonds and 1% other. The 1% other category is described as: Canadian Mutual Funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Lorne Steinberg Wealth Management have a minimum investment?","answer":"Yes, Lorne Steinberg Wealth Management’s minimum account size for its Separately Managed Account Fees is $250K.","source":"FORM ADV, PART 2A BROCHURE, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Lorne Steinberg Wealth Management?","answer":"Lorne Steinberg Wealth Management’s direct owners are Lorne Steinberg (50% to 75%), Liam Card (10% to 25%) and the 2019 Lorne Steinberg Family Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lorne Steinberg Wealth Management get paid?","answer":"Lorne Steinberg Wealth Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lorne Steinberg Wealth Management?","answer":"Lorne Steinberg Wealth Management’s main office is at 1000 De La Gauchetiere St W, Suite 3310, Montreal, Quebec, Canada H3B 4W5. Its phone number is 514-876-9888. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}