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.
We take a different perspective. Yours.
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.
Our Investment Purpose
The Returns You Expect. Lower Risk and Volatility.
For more than 20 years, our investment team has proven to protect and steadily grow capital. We are professional investors with a clear process for repeatable investment success.
For more than 20 years, our investment team has proven to protect and steadily grow capital. We are professional investors with a clear process for repeatable investment success.
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
What to Expect
If you’ve been expecting more, we’ve been expecting you. Before we take on any new client, we will spend time up front to ensure the fit is right so that we may enjoy a lasting and successful partnership.
Let’s Talk
Views
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.
Featured
International Women’s Day 2023: The changing face of wealth
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 ... Keep Reading "International Women’s Day 2023: The changing face of wealth" >
Q4 Quarterly Investment Update
We’re pleased to share the latest quarterly update video from Newport Private Wealth, featuring Mark Kinney, Newport’s Chief Investment Officer. Mark highlights Newport’s investment approach, results from the most recent quarter and timely insights into the current environment.
Where to find us
Head office
Toronto
469 King Street West
4th Floor
Toronto, ON
M5V 1K4
Other locations
Waterloo
150 Caroline Street South
Suite 401
Waterloo, ON
N2L 0A5
Phone:
519-804-2583
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