Our Views

  • 11/02/2022
    Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not follow a typical route. She pursued her passion for the arts with an undergraduate degree in Art History and a fledging career in the not-for-profit world. When an ... Keep Reading "Erika Friesen" >
  • 06/04/2021
    While Richard Colton spent plenty of time at his family’s auto repair business as a kid, he never mastered the finer points of auto mechanics. Instead, while his brother went on to be the family’s 3rd generation business owner, Richard took a different path, and followed his mother’s footsteps ... Keep Reading "Richard Colton" >
  • 04/12/2021
    When Jason Trueman began his career as an insurance underwriter with Chubb Insurance, he saw firsthand why companies with unique and highly desired products and services were good long-term investments. His financial acumen and ability to help clients protect and grow their capital, coupled ... Keep Reading "Jason J. Trueman" >
  • 03/24/2020
    Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university education and a life of better opportunities. She earned a Bachelor of Business Administration Degree (with specialization in Finance) at the Schulich School of ... Keep Reading "Katia Ivanova" >
  • 09/24/2018
    As a Portfolio Manager, Amélie connects her professional skill set with her personal story to be a true and trusted partner to clients. A Chartered Investment Manager and an MBA graduate from Wilfrid Laurier University, she started her career at the Royal Bank of Canada working with retail ... Keep Reading "Amélie Beauregard" >
  • 06/26/2018
    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" >
  • 10/26/2016
    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" >
  • 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
    Ask a client, colleague or friend to describe Jamie Lloyd and you’ll hear a common refrain: Empathetic, genuine and deeply committed to his clients. As Jamie explains, “My clients know they can call me to discuss any financial matter – from ways to help their kids buy a house, to the best ... Keep Reading "Jamie Lloyd" >
  • 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" >