Becoming a Client
Becoming a Client
Discovery
Schedule a discovery meeting where we'll get to know each other. If we both see potential, we'll provide a complimentary proposal tailored to your needs.
Planning
We simply need you to provide your current investment statements for a comprehensive analysis, which frequently uncovers unexpected findings and gaps in your portfolio.
Smooth Transition
Once onboard, we handle all the details to transfer or open your registered and non-registered accounts, ensuring a smooth transition of your assets, whether in cash or in-kind.
Building Your Wealth
As a Newport client, we will work together to ensure that we build and safeguard your financial security through personalized investment strategies, comprehensive wealth management services, and proactive risk mitigation.
Account Safety Above All
We protect your through rigorous measures. Your assets are primarily held by an independent custodian (NBIN, a wholly-owned subsidiary of the National Bank of Canada) to your cash or investments. The custodian’s role, among other administrative duties, is to ensure safe keeping of your assets. NBIN is a member of the Canadian Investor Protection Fund (CIPF). Additionally, independent valuation and recordkeeping are conducted for the Newport funds, while both the funds and Newport Private Wealth undergo annual audits by reputable firms such as Deloitte and PwC.
Account Safety Above All
We protect your through rigorous measures. Your assets are primarily held by an independent custodian (NBIN, a wholly-owned subsidiary of the National Bank of Canada) to your cash or investments. The custodian’s role, among other administrative duties, is to ensure safe keeping of your assets. NBIN is a member of the Canadian Investor Protection Fund (CIPF). Additionally, independent valuation and recordkeeping are conducted for the Newport funds, while both the funds and Newport Private Wealth undergo annual audits by reputable firms such as Deloitte and PwC.
Clear. Comprehensive. Accountable.
You'll receive clear and comprehensive quarterly portfolio reports, detailing your investments' performance and strategy commentary for ease of understanding.
Additionally, you'll receive account statements directly from our independent custodian, National Bank Independent Network (NBIN), with online access to your accounts.
Clients sign an IPS (Investment Policy Statement which sets the client’s investment mandate, and ensures the strategy is not revisited. However, we provide continual updates on broader macro market conditions and the actions we take at the Investment Committee (IC) level to manage assets wisely. These updates are made through various channels, including emails, blog posts, phone calls, and personalized meetings, particularly during challenging market periods.
Clear. Comprehensive. Accountable.
You'll receive clear and comprehensive quarterly portfolio reports, detailing your investments' performance and strategy commentary for ease of understanding.
Additionally, you'll receive account statements directly from our independent custodian, National Bank Independent Network (NBIN), with online access to your accounts.
Clients sign an IPS (Investment Policy Statement which sets the client’s investment mandate, and ensures the strategy is not revisited. However, we provide continual updates on broader macro market conditions and the actions we take at the Investment Committee (IC) level to manage assets wisely. These updates are made through various channels, including emails, blog posts, phone calls, and personalized meetings, particularly during challenging market periods.
Policies That Protect Your Interests
Governance is fundamental to ensuring fair and ethical treatment for all clients, earning, and maintaining their trust. We adhere to the highest standards and best practices established by professional associations and regulators, fostering transparent communication and consistent execution to uphold our clients' interests.
Policies That Protect Your Interests
Governance is fundamental to ensuring fair and ethical treatment for all clients, earning, and maintaining their trust. We adhere to the highest standards and best practices established by professional associations and regulators, fostering transparent communication and consistent execution to uphold our clients' interests.
Fee-Based Structure
At Newport Private Wealth, we charge a fee for our investment management services rather than relying on commissions or transaction-based loads. Our fees are determined by the size and composition of your portfolio and encompass a range of wealth management services, including financial, tax, estate, and succession planning. As fiduciaries, our focus is on protecting and growing your investments, aligning our incentives with your long-term financial goals.
Fee-Based Structure
At Newport Private Wealth, we charge a fee for our investment management services rather than relying on commissions or transaction-based loads. Our fees are determined by the size and composition of your portfolio and encompass a range of wealth management services, including financial, tax, estate, and succession planning. As fiduciaries, our focus is on protecting and growing your investments, aligning our incentives with your long-term financial goals.
Lonsdale Portfolios
Lonsdale Portfolios, a division of Newport Private Wealth, provides professional investment management for individuals and families seeking a more sophisticated alternative to traditional investment options. With a minimum of $300,000 to invest, you can become a client through a referral from an independent financial advisor partnered with Lonsdale—or by contacting us directly.
Lonsdale Portfolios
Lonsdale Portfolios, a division of Newport Private Wealth, provides professional investment management for individuals and families seeking a more sophisticated alternative to traditional investment options. With a minimum of $300,000 to invest, you can become a client through a referral from an independent financial advisor partnered with Lonsdale—or by contacting us directly.