Our Views

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this instalment, we highlight Russ Hafer, Client Relationship Manager, who is based in our Calgary, Alberta office. Following a career that started in banking and led to owning an insurance and ... Keep Reading "Meet the Team: Russ Hafer" >

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this post we highlight Natalie Walker, Portfolio Administrator (PA), who was employee number 32 in Newport’s early days, and has been with the organization for 18 years. How did you get your start in ... Keep Reading "Meet the Team: Natalie Walker" >

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. Today, we’re highlighting Evgeniya Pollock, Vice President, Wealth Planning Group, who joined Newport in January 2023. After almost seven years at Edward Jones, and five years running her own CPA ... Keep Reading "Meet the Team: Evgeniya Pollock" >

In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services ... Keep Reading "Meet the Team: Jordan Schwann" >

Toronto, Canada, June 28, 2022 – Newport Private Wealth, one of Canada’s largest wealth management firms serving high-net-worth individuals and families, is pleased to announce that it has opened a location in Waterloo, Ontario to better serve clients in the area. Leading the Waterloo client ... Keep Reading "Newport Private Wealth expands to Waterloo" >

Toronto, Canada, February 1, 2022 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms, serves Canadian high-net-worth individuals and families from coast to coast with a substantial roster of clientele hailing from Western Canada. To support ... Keep Reading "Newport Private Wealth continues expansion with new office in Calgary, Alberta" >

In this occasional blog series, we take you behind the scenes to meet members of the Newport Private Wealth team, who work with our clients and Portfolio Managers (PMs) to provide that special Newport touch. This time around, we’re highlighting Jennifer Armstrong, Portfolio Administrator, who ... Keep Reading "Meet the team: Jennifer Armstrong" >

We know that deeper, highly confidential connections and personal wealth management expertise are essential for you and your family. Our local, trusted on-the-ground team reflects Newport’s commitment to your community in Kingston and beyond, where we will continue to grow to meet your ... Keep Reading "Newport’s Kingston Team" >

Toronto, Canada, June 7, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, recently opened for business in Kingston, Ontario. Now the company is delighted to share that it has added ... Keep Reading "Newport adds to Kingston wealth management team" >

In this new blog series, we take you behind the scenes to meet some of the Newport Private Wealth team who do an extraordinary job in making things run smoothly. First up: Michelle Ali, Operations Accountant, who joined Newport in 2015 and is responsible for the relationship between Newport and ... Keep Reading "Meet the team: Michelle Ali" >