In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services sector, what brought the Calgary native to Toronto and Newport after a stint in Australia, and how the work he’s doing on Newport’s Technology Committee is ke

As we celebrate International Women’s Day 2023, it seems fitting to reflect on how the face of women and wealth is changing – and what remains the same. First, the good news. A recent McKinsey report indicates that “an unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing $30 trillion…by the end of the decade.” That same shift is happening in Canada too. There will be much more

Family Day, observed in many provinces across Canada, gives Canadians an opportunity to come together with loved ones and revel in together time. It may also be a time to think about something that’s especially meaningful—the future of your family’s financial legacy and wealth. According to a recent report from global investment firm, UBS Global, “over the next 20 years, the world will experience the greatest transfer of wealth in history w

Toronto, Canada, June 28, 2022 – Newport Private Wealth, one of Canada’s largest wealth management firms serving high-net-worth individuals and families, is pleased to announce that it has opened a location in Waterloo, Ontario to better serve clients in the area. Leading the Waterloo client service team is Daniel Girard, who brings more than 25 years of comprehensive wealth management experience to Newport. Girard is joined at Newport by&n

As we celebrate International Women’s Day, this year’s theme – Women Inspiring Women – brings to mind a visionary entrepreneur who’s been on a quest to help female innovators thrive. Meet SheEO Founder and CEO Vicki Saunders. Saunders is a passionate

Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms, serves Canadian high-net-worth individuals and families from coast to coast with a substantial roster of clientele hailing from Western Canada