Our Views

Derek had a fortuitous start to the financial world with a university project on alternative payment methods, leading to investments in securities that would become household names. More important than any profits gleaned were the investing lessons learned and the interest that sparked a ... Keep Reading "Derek Whiston" >

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" >

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" >

Ian’s approach to investing is based on the fundamental principle that every investment portfolio needs its own carefully tailored plan. “Our job is to create a unique roadmap for each client, but the route needs to be flexible and accommodate economic and personal changes,” he notes. Ian’s ... Keep Reading "Ian Maclean" >

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" >

At a young, impressionable age, Amélie remembers her dad reviewing company financial statements with her and explaining why he was making certain investment decisions. With three children in the family, including her handicapped older brother, she recalls many family discussions about financial ... Keep Reading "Amélie Beauregard" >

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" >

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" >

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" >