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 mastery of distilling complex ideas into easy-to-understand concepts, Kevin is an integral part of designing and implementing Newport’s investment platform for the firm’s high net worth clientele.
He joined Newport in 2011, after several years as a popular lecturer in Business Management & Financial Accounting at the renowned Ivey School of Business at the University of Western Ontario, his alma mater.
With a CFA designation (the highest distinction in the investment management profession), a Certified International Wealth Manager credential, and certificates in Retirement Strategy and Estate and Trust Planning, Kevin combines his analytical mind and robust educational background to deliver a rich, comprehensive wealth management experience that addresses his clients’ full financial picture.
Kevin is a voting member of Newport’s Investment Committee, which sets the firm’s asset mix, strategy, and investment decisions. As Kevin explains, “I love the dual aspects of my job: teaching and guiding clients through the factors that impact their financial well-being, while also analyzing and collaborating with top investment managers to shape Newport’s strategic asset allocation and selection of our independent asset class specialists.”
In addition to his responsibilities as a voting member of Newport’s Investment Committee and working directly with clients, Kevin is a member of Newport’s Leadership Team and a key contributor in driving strategic initiatives of the firm. He also plays a significant role in mentoring Associate Portfolio Managers, drawing on his foundational experience as an educator.
Kevin grew up in Horseshoe Valley, where he developed a lifelong appreciation for sport and the outdoors. Along with his wife Jennifer, he now enthusiastically spends his extra time encouraging these passions with his two kids Austin and Addison.