Meet the Team

Chair, Governance
Douglas C. Brown, LL.B.
Co-Founder, President & CEO

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s ...

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Chair
Mark A. Kinney, MBA, CFA
Co-Founder & Chief Investment Officer

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy ...

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David T. Lloyd, CPA, CA
Co-Founder & Chief Wealth Management Officer

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd ...

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Kelly A. Baird, CPA, CA
Chief Financial & Operating Officer

With a Bachelor of Commerce degree from Queen’s University leading to her first job with Touche Ross (now Deloitte), Kelly was ...

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Pam Brenman
Chief Compliance Officer

Pam Brenman is the kind of person who never stops questioning, seeking answers and finding creative ways to broaden her personal and ...

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Kelly Willis, MBA, CMC
Chief Marketing Officer

For as long as she can remember, Kelly has been fascinated with people and money, which explains her choice of a career that combines ...

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Vice Chair
J. David Cole, CFA
Managing Director & Portfolio Manager

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a ...

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Stephen R. Hafner, CFA
Managing Director & Portfolio Manager

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with ...

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Aubrey W. Baillie
Chairman

Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a ...

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Senior Advisor
Donald L. Lenz
Director

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career it is his ability to build relationships. ...

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Robert W. Clark, CFP, CLU, FEA
President, Newport Insurance

Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. ...

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Peter Churchill-Smith, MBA
Managing Director & Portfolio Manager

Peter Churchill-Smith is one of those rare individuals with the relationship-building skills of an extrovert and the analytical nature ...

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Michael Vanderburgh, MBA, CFA, CFP
Managing Director & Portfolio Manager

At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike ...

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Andrew G. Thomson, MBA, CFA
Managing Director & Portfolio Manager

Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. ...

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Kevin A. Dean, CFA, CIWM
Managing Director & Portfolio Manager

As someone who possesses the perfect balance of razor-sharp financial skills, an easy ability to relate to people and distill complex ...

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Shauna George, CFA, CFP
Portfolio Manager

Over the course of her career, Shauna has come to believe that, as she states it, “Understanding the investment markets is typically ...

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Jordan Schwann, CFA
Portfolio Manager

A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in ...

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Jansen Shrubb, MBA, CIM®
Portfolio Manager

As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of ...

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Caitlin A. Chapman, CFA
Portfolio Manager

Caitlin Chapman joined Newport Private Wealth in 2012 with a focus on helping women and also a younger demographic, including adult ...

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Kyle A. Smith, MBA, CFA
Portfolio Manager

Originally from Orillia, Ontario, Kyle’s interest in the financial markets started at a young age. “My dad would read the business ...

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Vincent E. Didkovsky, MSc, CPA, CA, CFA, CBV, FEA
Director of Wealth Management

Vincent Didkovsky will tell you his mission in life is to: “help people achieve their full potential.” Judging by what he’s ...

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Yasmeen Seddiq, CIM®
Director of Wealth Management

Born in the Middle East, educated in the United States, with a career path that includes international finance postings, Yasmeen brings ...

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Matt Reynolds, CFA
EVP, Referral Network

Hailing from Vermilion, Alberta with family roots in Saskatchewan, Matt found himself constantly trying to reconcile why real asset and ...

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Curtis Perks, CIM®
Portfolio Manager

Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...

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Katia Ivanova, CFA
Portfolio Manager

Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university ...

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Ian Maclean, CFA
Portfolio Manager

Ian’s approach to investing is based on the fundamental principle that every investment portfolio needs its own carefully tailored ...

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Jamie Lloyd, CIM®
Associate Portfolio Manager

Jamie began his career at Xerox and was fast-tracked to management, becoming one of the youngest Team Leads at the company. In 2012, he ...

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Michael Southern, CFA
Associate Portfolio Manager

During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the ...

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Amélie Beauregard, MBA, CIM®
Associate Portfolio Manager

As an Associate Portfolio Manager, Amélie connects her professional skill set with her personal story to be a true and trusted partner ...

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Family Advisory Services
Susan Fulford, LL.B., MBA, FEA, TEP
Professional In-Residence

Hailing from a family business background, Susan’s career path to advising successful business and multi-generational families ...

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