Lorne Steinberg Wealth Management Inc.
- Regulatory AUM
- $814M
- Discretionary
- $814M
- Clients
- 1,047
- Avg AUM / client
- $778K
- Accounts
- 2,586
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 68 positions, $422,111,215)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | COM | $21,070,370 | 130,367 | 4.99% | 2.59% |
| 2 | Alphabet Inc. Class A | CAP STK CL A | $17,639,217 | 61,341 | 4.18% | 2.17% |
| 3 | Toronto Dominion Bank | COM | $14,796,378 | 158,465 | 3.51% | 1.82% |
| 4 | Cdn Imperial Bank Of Commerce | COM | $13,643,361 | 143,988 | 3.23% | 1.68% |
| 5 | Bank Of Montreal | COM | $13,632,740 | 100,673 | 3.23% | 1.67% |
| 6 | Microsoft Corp | COM | $12,904,126 | 34,860 | 3.06% | 1.58% |
| 7 | Tc Energy Corp. | COM | $12,733,113 | 203,385 | 3.02% | 1.56% |
| 8 | Cdn National Railway | COM | $11,728,862 | 113,980 | 2.78% | 1.44% |
| 9 | Jp Morgan Chase & Co | COM | $11,409,878 | 38,788 | 2.7% | 1.4% |
| 10 | Cdn Pacific Kc Railway Ltd | COM | $11,255,410 | 143,060 | 2.67% | 1.38% |
| 11 | Berkshire Hathaway B | CL B NEW | $10,933,906 | 22,817 | 2.59% | 1.34% |
| 12 | Allstate Corporation | COM | $10,530,798 | 50,790 | 2.49% | 1.29% |
| 13 | Electronic Arts Inc | COM | $10,079,332 | 49,440 | 2.39% | 1.24% |
| 14 | Taiwan Semiconductor Mfg Adr | SPONSORED ADR | $10,017,851 | 29,643 | 2.37% | 1.23% |
| 15 | American Express Co. | COM | $9,824,247 | 32,479 | 2.33% | 1.21% |
| 16 | Amazon.Com Inc | COM | $9,730,790 | 46,722 | 2.31% | 1.19% |
| 17 | Sun Life Financial Inc. | COM | $9,629,957 | 153,750 | 2.28% | 1.18% |
| 18 | Johnson & Johnson | COM | $9,253,031 | 37,854 | 2.19% | 1.14% |
| 19 | Corteva Inc. | COM | $9,029,379 | 107,865 | 2.14% | 1.11% |
| 20 | Cisco Systems Inc | COM | $8,613,498 | 111,013 | 2.04% | 1.06% |
| 21 | Visa Inc. | COM | $8,608,097 | 28,481 | 2.04% | 1.06% |
| 22 | Goldman Sachs | COM | $8,580,030 | 10,142 | 2.03% | 1.05% |
| 23 | Smith & Nephew Plc Adr | SPONSORED ADR | $8,465,556 | 266,380 | 2.01% | 1.04% |
| 24 | Viatris Inc | COM | $8,430,456 | 624,016 | 2.0% | 1.04% |
| 25 | Morgan Stanley | COM | $8,396,525 | 51,021 | 1.99% | 1.03% |
Top 25 of 68 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 740 | $37.3M | 4.58% |
| High net worth individuals | 304 | $401M | 49.2% |
| Pooled investment vehicles (non-investment companies) | 3 | $376M | 46.2% |
| Charitable organizations | Fewer than 5 clients | $495K | 0.06% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steinberg, Lorne | President | Apr 2009 (17y) | 75% or more | |
| Smith, Geoffrey | Chief Compliance Officer | Nov 2010 (16y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Bank Independent Network $793M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗