Liam Card

Portfolio Manager-Equities at Lorne Steinberg Wealth Management, Inc.

Finance

Consumer Services

Profile

Mr. Liam Card is a Senior Vice President & Portfolio Manager at Lorne Steinberg Wealth Management, Inc. He has been involved in the investment industry for over 15 years.
Mr. Card began his career at CIBC Wood Gundy in a sales and marketing role.
Shortly thereafter, he became an Investment Advisor at Richardson Partners Financial.
He then moved over to the wealth management side of the industry, and joined Lorne Steinberg Wealth Management in 2014.
He received his Bachelor of Arts in 2003 from the University of North Carolina – Chapel Hill.

Liam Card active positions

Companies	Position	Start
Lorne Steinberg Wealth Management, Inc. Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.	Portfolio Manager-Equities	-

All active positions of Liam Card

Former positions of Liam Card

Companies	Position	End
Richardson Partners Financial Ltd. Richardson Partners Financial Ltd. Investment ManagersFinance Richardson Partners Financial Securities is a broker/dealer located in Calgary, Alberta. The firm is the broker/dealer division of Richardson Partners Financial Ltd., a Calgary-based wealth management and investment advisory firm that was founded in 1857. Richardson Partners Financial Securities provides an array of trading and execution services for their clients. They do not provide any internal research.	Corporate Officer/Principal	-
CIBC Wood Gundy Corp. CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.	Corporate Officer/Principal	-

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Training of Liam Card

The University of North Carolina at Chapel Hill

Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

100 +

1st degree connections

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Linked companies

Private companies	3
CIBC Wood Gundy Corp. CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada.	Finance
Richardson Partners Financial Ltd. Richardson Partners Financial Ltd. Investment ManagersFinance Richardson Partners Financial Securities is a broker/dealer located in Calgary, Alberta. The firm is the broker/dealer division of Richardson Partners Financial Ltd., a Calgary-based wealth management and investment advisory firm that was founded in 1857. Richardson Partners Financial Securities provides an array of trading and execution services for their clients. They do not provide any internal research.	Finance
Lorne Steinberg Wealth Management, Inc. Lorne Steinberg Wealth Management, Inc. Investment ManagersFinance Lorne Steinberg Wealth Management, Inc. (LSWM) is a management-owned, Canadian asset management firm headquartered in Montréal, Québec with an additional office in Toronto, Ontario. The firm was founded by Lorne Steinberg in 2009. LSWM provides discretionary investment management services to individuals, corporations and non-profit organizations. Accounts are managed on both a segregated basis and through proprietary pooled funds, depending on client circumstances.	Finance

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