We take a different perspective.
Yours.

Newport Private Wealth is one of Canada’s largest
independent wealth management firms serving
individuals and families coast to coast.

Why Newport

As one of our clients said, “Having money doesn’t simplify your life, it complicates it.” Our role as your private wealth manager is to help make your life better.

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What We Do

“Investment management” and “wealth management” are often used interchangeably, but they are different. At Newport, investment management is a key component of integrated wealth management, a comprehensive, multi-disciplinary approach based on a deep understanding of a client’s needs.

The Team

Newport Private Wealth is management owned and led by a team of individuals who have helped build some of Canada’s most successful financial companies. They created Newport as a home for their own families’ wealth and that of like-minded clients who want to be part of something special – an investment firm that was made for them.

Chair, Governance
Douglas C. Brown, LL.B
Co-founder, President & CEO

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s ...

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Chair
Mark A. Kinney, MBA, CFA
Co-founder & Chief Investment Officer

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy ...

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David T. Lloyd, CPA, CA
Co-Founder & Chief Wealth Management Officer

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd ...

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Kelly A. Baird, CPA, CA
Chief Financial & Operating Officer

With a Bachelor of Commerce degree from Queen’s University leading to her first job with Touche Ross (now Deloitte), Kelly was ...

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Vice Chair
J. David Cole, CFA
Managing Director & Portfolio Manager

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a ...

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Stephen R. Hafner, CFA
Managing Director & Portfolio Manager

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with ...

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Novlette Simpson, FCA
Chief Compliance Officer

Novlette entered the world of finance as an employee of the Bank of Nova Scotia while attending university. Her heart was set on being ...

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Aubrey W. Baillie
Chairman

Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a ...

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Donald L. Lenz
Director

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career it is his ability to build relationships. ...

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Robert W. Clark, CFP, CLU
President, Newport Insurance

Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. ...

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Peter Churchill-Smith, MBA
Managing Director & Portfolio Manager

Peter Churchill-Smith is one of those rare individuals with the relationship-building skills of an extrovert and the analytical nature ...

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Michael Vanderburgh, MBA, CFA, CFP
Managing Director & Portfolio Manager

At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike ...

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Andrew G. Thomson, MBA, CFA
Managing Director & Portfolio Manager

Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. ...

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Kevin A. Dean, CFA
Portfolio Manager

Kevin was given his first taste of market volatility when he graduated from university at the peak of the financial crisis in 2008. ...

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Shauna George, CFA, CFP
Portfolio Manager

Warren Buffet once said, “if you cannot control your emotions, you cannot control your money.”   Someone who knows about both subjects ...

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Jordan Schwann, CFA
Associate Portfolio Manager

A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in ...

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Jansen Shrubb, MBA, CIM
Associate Portfolio Manager

As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of ...

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Caitlin A. Chapman, CFA
Associate Portfolio Manager

Caitlin Chapman joined Newport Private Wealth in 2012 with a focus on helping women and also a younger demographic, including adult ...

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Kyle Smith, MBA, CFA

Originally from Orillia, Ontario, Kyle’s interest in the financial markets started at a young age.  “My dad would read the business ...

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Matt Reynolds, CFA
EVP, Referral Network

In 2002, Matt left a mergers & acquisitions boutique in Boston to join Newport Private Wealth. He was attracted by the mentorship ...

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Jamie Lloyd, CIM
Business Development, Referral Network

In his Business Development role, Jamie works with a national network of independent financial advisors who refer clients to Newport ...

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William Brereton, BBM, MBA
Relationship Development

William Brereton is always on the move. Whether meeting with prospective clients at their homes, cottages or offices, he is a master ...

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Curtis Perks, CIM
Associate Portfolio Manager

Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...

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Kelly Willis, MBA, CMC
VP, Marketing & Client Relationships

For as long as she can remember, Kelly has been fascinated with people and money, which explains her choice of a career that combines ...

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Graham Watt, B.Comm
Associate

Graham’s interest in financial markets began at age 16, when he began investing his own money. His enthusiasm for financial markets ...

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Our Views

An informed investor is a better investor – and a better client. So we regularly post content on a wide range of personal and corporate financial issues that we think will be of interest.

Featured

  • Is your asset mix positioned for Trump victory?

    A new chapter of populist politics was written in the United States last night with Donald Trump’s stunning victory over Washington insider Hillary Clinton in the most divisive election in recent U.S. history. Polls leading up to election night showed a tight race but with most pundits giving the nod to Clinton. Trump’s sweeping victory […]

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  • Making the Most of a Mature Dental Practice

    You are now generating significant cash flow from your practice and have other decisions to make such as: What to do with the surplus cash? How much to save? How much to spend? What’s the best way to turn surplus cash flow into wealth?

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  • Net worth. Self worth. What values will you pass on?

    A practical guide to conscious choices that will shape your family’s relationship with mon

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Latest

  • Is your asset mix positioned for Trump victory?

    A new chapter of populist politics was written in the United States last night with Donald Trump’s stunning victory over Washington insider Hillary Clinton in the most divisive election in recent U.S. history. Polls leading up to election night showed a tight race but with most pundits giving the nod to Clinton. Trump’s sweeping victory […]

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  • Financial Planning Checklist – 2016

    To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs.

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  • Protecting your portfolio against currency changes

    In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?”

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Get in Touch

Like what you’ve read so far? We’d be happy to have a conversation to help us both to determine if there’s a potential fit. Just give us a call or send us an email and we’ll put the coffee on.

    Head Office
    Toronto, Ontario

  • Phone: 416-867-7555
  • Toll Free: 1-866-534-5402
  • Fax: 416-867-7595
  • 469 King Street West,
    4th Floor
    Toronto, Ontario
    M5V 1K4
  • See map

    Regional Office
    Kelowna, British Columbia

  • Phone: 778-484-8225


  • 1631 Dickson Avenue,
    Suite 1100
    Kelowna, British Columbia
    V1Y 0B5
  • See map

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