When much in life is disrupted, our service remains uninterrupted. We’re here for you. Remotely. Securely. Always. Book an exploratory webinar today.

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.

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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Our Covid-19 Content

From asset mix adjustments and capital deployment strategies in the current bear market, to new COVID-19-related tax and estate planning issues, our team delivers unique insights to help you protect and grow your wealth.

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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Get in Touch

Head office

Toronto

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

Other locations

Kelowna

1631 Dickson Avenue, Suite 1100
Kelowna, BC
V1Y 0B5

 

Edmonton

10180 – 101 Street NW, 34th Floor, Suite 3480
Edmonton, AB
T5J 3S4

Does your investment strategy need work? We can help.

During this period of social distancing, our wealth management team would be happy to meet with you via video-conferencing platforms or telephone.

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

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†Please note, if you are a U.S. tax filer, there may be issues with respect to the reporting of capital gains. We will explore this with you prior to establishing accounts at Newport Private Wealth.
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