Our Views
Topic: Waterloo
-
06/17/2022Alan Pilkey’s client-centric values and ethical attitude have been at the root of his successful 20+ years in the financial services industry. Alan has successfully used his education, designations and experience to help individuals and families with their wealth planning needs. Upon graduation ... Keep Reading "Alan Pilkey" >
-
06/17/2022Daniel 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" >