Our Views

  • 03/04/2024
  • 04/07/2021
    While a chance meeting at a conference led to a digital marketing consulting engagement with Newport Private Wealth, it was the company’s unique client-centric ethos that led Elizabeth to her role as Chief Marketing Officer for the company. Elizabeth’s consulting work with the Newport ... Keep Reading "Elizabeth Pizzinato" >
  • 09/04/2020
    Pam Brenman is the kind of person who never stops questioning, seeking answers and finding creative ways to broaden her personal and professional knowledge. She taps those characteristics, along with an unwavering dedication to ethical business conduct, in her role as Newport’s Chief Compliance ... Keep Reading "Pam Brenman" >
  • 09/12/2016
    Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a Chartered Accountant.  In 1977, he joined F H Deacon and Company (which was bought by Nesbitt Thomson and ultimately became part of BMO Nesbitt Burns Inc.). ... Keep Reading "Aubrey W. Baillie" >
  • 09/12/2016
    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" >
  • 09/12/2016
    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" >
  • 09/12/2016
    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" >
  • 09/12/2016
    If there is one element of Newport’s philosophy that resonates with Matt, it is that exceptional performance is the by-product of consistency, resilience, and innovation, regardless of market conditions. Prior to joining Newport in 2002, Matt worked as an analyst with boutique firms in Toronto ... Keep Reading "Matt Reynolds" >
  • 09/12/2016
    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" >
  • 09/09/2016
    Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s top jobs, including president of Connor Clark Private Trust and Vice-Chairman at RBC Private Counsel – where he observed that many high-net-worth Canadians had ... Keep Reading "Douglas C. Brown" >