As a managing director of Newport Private Wealth, Peter Churchill-Smith provides individuals and families with investment and wealth management services. He has spent his entire 35 year career working with and advising successful entrepreneurs: 10 years of lending and providing capital and 25 years managing the private wealth of entrepreneurs and their families.
Peter is passionate about the experience of entrepreneurs who have sold a business - an area of specialization for Newport Private Wealth. He has written several articles on the subject and most recently helped launch Newport Private Wealth's nation wide survey of business sellers that further strengthens the firm’s capability in advising the next generation of business sellers.
Prior to joining Newport Private Wealth in 2001, Peter was a vice president with Connor Clark Private Trust (now RBC Private Counsel) and vice president of Mutual Securities Inc. and Mutual Trust Company. He also spent 10 years in the commercial lending business at both Morguard Bank of Canada and Mercantile Bank of Canada. Peter holds an MBA (1976) from the Ivey School of Business (University of Western Ontario) and a B.Comm (1974) from Carleton University.
Peter is also a chartered financial analyst, a member of the Toronto Society of Financial Analysts, as well as The Association of Investment Management and Research in Charlottesville, Virginia.