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Newport Private Wealth Inc.
President & CEO, Porfolio Manager
Tel: (416) 867 - 8570
Chief Financial & Operating Officer
Tel: (416) 867 - 8579
VP, Marketing & Client Relationships
Tel: (416) 867 - 8590
Types of Accounts Managed
- Private Individual / Investor
Provinces of Business
- British Columbia
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Prince Edward Island
- Northwest Territories
* indicates a physical location in this province
ABOUT NEWPORT PRIVATE WEALTH
Newport Private Wealth is among Canada’s largest independent wealth management firms for high-net-worth individuals. For an introduction, we invite you to view our corporate video.
We provide discretionary investment management and integrated wealth management to help clients organize and optimize their total net worth. Managing wealth for families is our only business; we are not conflicted by competing business lines or client segments.
Our clients are located across Canada and come from all walks of life but have the following investment objectives in common:
- Generate income to fund my lifestyle now or in the future
- Achieve growth to stay ahead of inflation and preserve my standard of living well into the future
- Protect me from any significant or permanent loss of capital
Our investment approach has been designed and proven to achieve those objectives.
- We think outside the box. To generate above average rates of return with below average levels of risk, you should have exposure to a broad investment universe. We have up to 12 different asset classes to choose from – stocks and bonds as well as alternative investments such as real estate, infrastructure, private debt, etc. This helps us to produce returns even when conventional stocks and bonds are performing poorly.
- We access specialized expertise for these various asset classes through independent money managers — many of whom are unavailable to individual investors — chosen by the Newport Investment Committee.
- We invest our own capital alongside clients, taking the same risks and rewards, to ensure alignment of interests.
- We provide reporting that is transparent, comprehensive and accountable.
- Client assets are primarily held by an independent custodian, NBCN Inc. to ensure the safekeeping of accounts.
In addition to our investment capabilities, our personalized service, low turnover and high levels of client satisfaction evoke a boutique experience for the families we serve.
Newport Private Wealth’s services are best suited to individuals with a minimum of $1 million to invest. Individuals with less than $1 million can access Newport Private Wealth’s investment management capabilities through its division, Lonsdale Portfolios.