Success brings complexity. We help you optimize your wealth and financial wellbeing so you can enjoy life and thrive.
Begin your journey with us.
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 Committee 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 Committee 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
Q2 2023 – The Quarter That Was
If the second quarter seemed eerily familiar, that’s because many themes continued from Q1. While inflation appeared to be levelling off, central banks are still increasing rates to combat rising prices. This is a balancing act. Higher rates ... Keep Reading "Q2 2023 – The Quarter That Was" >
Q2 2023 Quarterly Investment Update
We’re pleased to share the latest quarterly update video 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.
Does your investment strategy need work? We can help.
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†If you are a U.S. tax filer or a non-Canadian resident, there may be additional considerations to be evaluated before establishing accounts. We will explore any issues with you prior the opening accounts with Newport Private Wealth.
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Where to find us
Head office
Toronto
469 King Street West
4th Floor
Toronto, ON
M5V 1K4
Other locations
Calgary
259-1011 9th Avenue SE
Calgary, AB
T2G 0H7
Kelowna
303-590 KLO Road
Kelowna, BC
V1Y 7S2
Waterloo
150 Caroline Street South
Suite 401
Waterloo, ON
N2L 0A5