You protect your health and family.
We’ll protect and grow your wealth.

In trying times like these, the Newport team is here for you. With an average of nearly 30 years’ experience, our Investment Committee members have worked through major market downturns, as far back as the 1970s oil crisis, and have their own money invested alongside clients’. We’re ready and able to offer new perspectives or assess your current investment strategy.

We take a different perspective. Yours.

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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.
Meet the Team

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.

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Q2 Quarterly Investment Update

We take this opportunity to share our latest Investment Update with Newport’s Chief Investment Officer Mark Kinney. While markets have changed dramatically, our portfolio approach has not. Mark will share how Newport has positioned portfolios to weather market turbulence effectively and describe how we have taken advantage of opportunities to deploy capital through new investments. He’ll also share our thoughts on inflation, recession and what we’ll be focused on in the months ahead.

Where to find us

Head office

Toronto

469 King Street West
4th Floor
Toronto, ON
M5V 1K4

Other locations

Waterloo

150 Caroline Street South
Suite 401
Waterloo, ON
N2L 0A5

Phone: 519-804-2583
 

Kingston | Learn More

218 King Street East
Kingston, ON
K7L 3A6

Phone: 613-417-4343
 

Calgary

10820 – 24th Street SE
Suite 201
Calgary, AB
T2Z 4C9

Phone: 403-228-8225
 

Kelowna

Phone: 778-484-8225

Does your investment strategy need work? We can help.

Please provide a few details and we’ll be happy to arrange a discovery meeting.

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