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Navigating the Markets
by Lorne Steinberg Wealth Management Inc.We cover market updates and commentary, specifically for you, the client. We speak to our firms philosophy, our strategies and how we are approaching today's market environment. By the end of each show, we hope you carry on your day with a stronger sense of clarity and confidence about how we are leading through these unprecedented times.
Copyright: 2020 Lorne Steinberg Wealth Management Inc
Episodes
A Quarter in Review and 2021 Outlook
15m · PublishedQ3 High Yield Update & Fixed Income Commentary
14m · PublishedCanadian Dividend Growth and Market Outlook
15m · PublishedGlobal Value Equity Strategy and Market Outlook
18m · PublishedCan I retire?
29m · PublishedCONNECT WITH US: ---------------------------
WEBSITE: https://steinbergwealth.com/contact/
LISTEN TO THE PODCAST HERE: ---------------------------
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FOLLOW US ON SOCIAL: --------------------
WEBSITE: https://steinbergwealth.com/
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ABOUT Liam - Host
Liam Card has been involved in the investment industry for over 10 years. Liam is a Senior Vice President at Lorne Steinberg Wealth Management Inc, heading our Toronto office.
FOLLOW Liam:
LinkedIn: https://www.linkedin.com/in/liamcard/
WEBSITE: https://steinbergwealth.com/our-team/
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ABOUT Penny – Vice President
Penny brings valuable experience working with a variety of private clients, cross border private clients, estates and trusts, foundations, charities, executives and their professional advisors. Penny is adept at providing wealth management planning and investment solutions through understanding your personal status, career goals, family dynamics, or changes to investment policy guidelines. Penny has been in the financial industry since 2001 and the investment industry since 2004.
FOLLOW Penny:
LinkedIn: https://www.linkedin.com/in/penny-stayropoulos-cfa-cim-tep-fma-2a66b256/
Instagram: @pbtotalwealth
FACEBOOK: @pbtotalwealth
WEBSITE: https://pbtotalwealth.com/
https://steinbergwealth.com/our-team/
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ABOUT Daniel– Vice President
Daniel Thompson has 30 years of experience in the investment industry. Prior to joining LSWM, Daniel served as president of a boutique investment counselling firm, as president of one of Canada’s oldest and most established full-service investment firms, and as president of a national institutional and retail investment advisory firm. He has extensive experience in portfolio management, investment advisory, financial planning, insurance and estate planning, investment banking, risk management, portfolio construction and research/analysis.
FOLLOW Daniel:
WEBSITE: https://steinbergwealth.com/our-team/
LinkedIn: https://www.linkedin.com/in/daniel-w-thompson-8082b411/
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Global Value Equity strategy and the Global Markets
16m · PublishedFixed Income Update & Commentary Part 2
13m · PublishedCanadian Dividend Growth strategy and the Canadian Markets
15m · PublishedFixed Income Update & Commentary Part 1
16m · PublishedEquity Update & Commentary
15m · PublishedNavigating the Markets has 10 episodes in total of non- explicit content. Total playtime is 2:51:00. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on February 23rd, 2024 14:44.