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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" >

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career, it is his ability to build relationships. From his first job with AE Ames, in 1970, to today, he has been a relationship manager. In 1976, he joined Goldman Sachs in New York as Vice President, ... Keep Reading "Donald L. Lenz" >

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 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 ... 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" >

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" >

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" >