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Daniel Girard has been providing comprehensive wealth management services to successful families, individuals and charitable foundations since the late 1990s. Prior to joining Newport, Dan built and managed a large, successful practice with one of Canada’s big five banks for over 20 years. ... Keep Reading "Daniel Girard" >

During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the market bottom. As a young investor himself, Michael worked with her to help find professional advice that catered to her investor temperament. The advice she ... Keep Reading "Michael Southern" >

Kyle’s interest in the financial markets started at the breakfast table. “My dad would read the business section every morning and I recall being fascinated by the very idea of the stock market. Although it didn’t make much sense to me at first, I was determined to understand that section of ... Keep Reading "Kyle A. Smith" >

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd has successfully built two businesses over the past three decades. A Chartered Accountant since 1983, David Lloyd left a well-established financial planning ... Keep Reading "David T. Lloyd" >

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy his first new car (VW Jetta) was enough to convince Mark that the investment industry would be a rewarding and challenging career. After completing his MBA in ... Keep Reading "Mark A. Kinney" >

Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. His decision to join Newport Private Wealth was born out of years spent appraising the business models and results of hundreds of global asset managers and ... Keep Reading "Andrew G. Thomson" >

As someone who possesses the perfect balance of razor-sharp financial skills, an easy ability to relate to people and distill complex ideas into easy to understand concepts, combined with an unflagging work ethic, Kevin Dean’s success in any career path was virtually assured. He joined Newport ... Keep Reading "Kevin A. Dean" >

At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike Vanderburgh knew he wanted to work in the investment industry. With an MBA from the University of Toronto, Mike joined Manulife as an analyst, then Burns Fry ... Keep Reading "Michael Vanderburgh" >

A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in Australia serving institutional clients. Having spent most of his career managing financial risk on behalf of large institutions, he knew individual investors ... Keep Reading "Jordan Schwann" >

As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of teamwork, preparation and discipline. After graduation, working with Scotia Capital as a consultant to large institutional investors on alternative investment ... Keep Reading "Jansen Shrubb" >