Newsletter # 40 - Steinberg Wealth Management Webinar, Performance Update, and Invitation to Golf

                              

To: Senior Ryder Cup Members

Subject: SRC Sponsor: Steinberg Wealth Management Webinar, Performance Update, and Invitation to Golf

Our sponsor, Steinberg Wealth Management, have organized an exclusive complimentary Webinar for Senior Ryder Cup members on Thursday evening, May 6th, which includes several topics that should be of interest to SRC members. Details noted below along with an update of their YTD results. Also note their ‘Round and a Review’ offer.

WEBINAR:

As a proud sponsor of the Senior Ryder Cup, we are excited to share our views on the challenges facing investors today and where we see value and opportunities. We will be hosting an exclusive webinar for Sr. Ryder Cup members where Lorne Steinberg (President & CEO), Martin Cobb (SVP Equities), and I will be discussing:

  • The Markets: Where we see Value. Where we don’t;
  • Our investment process and selection criteria;
  • Where is the value in Bonds today? Our Fixed Income solution to historically low interest rates;
  • Q&A session.

Date:                    Thursday, May 6th, 2021

Time:                    7:30 PM

Registration:      Click Here to register. Please type “SR. RYDER CUP” in the info section.

Those who have registered will receive an email with the private Zoom link to the webinar.

PERFORMANCE UPDATE:

Markets have been kind to investors over the past year. Below is our short-term and longer-term performance – always with a focus on quality, value, and actively managing risk. Our management fees are below the industry median, and we tend to save our clients a significant amount of money on fees every year.

 

Performance annualized after 1 YR.

Performance (gross of fees), as at April 15, 2021

 

 

YTD

1 YR

3 YR

5 YR

10 YR

LSWM Global Value Equity

10.7%

34.7%

4.8%

9.4%

8.7%

LSWM Canadian Dividend Growth

13.1%

36.8%

-

-

-

LSWM High Yield Bond Fund

2.3%

18.5%

3.5%

5.8%

4.5%

                                                                                                                      

ROUND AND A REVIEW:

When golf reopens: For anyone interested in a “Round and a Review” I would be pleased to host or join you for a round, followed by a review of your currently portfolio where I can share my candid thoughts and possibly highlight some areas for improvement and consideration.

Stay well, and I hope to see many of you on the webinar, and on the course.

Best regards, 

Liam Card, CIM, Sr. Vice President and Portfolio Manager

Lorne Steinberg Wealth Management, Inc. 

34 King St. East, Suite 701, Toronto, On

O: (416) 485-4747, C: (416) 460-4992

Liam.Card@SteinbergWealth.com