We take a different perspective.

Newport Private Wealth is one of Canada’s largest independent wealth management firms serving individuals and families from coast to coast. Newport’s services are best suited for families with more than $1 million of investable assets.

Families with more than $300,000 of investable assets can access Newport’s investment management expertise through Lonsdale Portfolios.

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


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


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

Other locations


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



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

Interested in becoming a client?

Newport’s services are designed to meet the needs of high-net-worth individuals.

We’d be pleased to have a conversation to help us both determine if there’s a potential fit. Please provide the details below – and we’ll put the coffee on.

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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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