Meet the Team
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 ...
MORE >Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy ...
MORE >Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd ...
MORE >Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a ...
MORE >Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with ...
MORE >If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career, it is his ability to build ...
MORE >Peter Churchill-Smith is one of those rare individuals with the relationship-building skills of an extrovert and the analytical nature ...
MORE >At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike ...
MORE >Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. ...
MORE >As someone who possesses the perfect balance of razor-sharp financial skills, an easy ability to relate to people and distill complex ...
MORE >If there is one element of Newport’s philosophy that resonates with Matt, it is that exceptional performance is the by-product of ...
MORE >A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in ...
MORE >As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of ...
MORE >Kyle’s interest in the financial markets started at the breakfast table. “My dad would read the business section every morning and I ...
MORE >During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the ...
MORE >Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...
MORE >Ask a client, colleague or friend to describe Jamie Lloyd and you’ll hear a common refrain: Empathetic, genuine and deeply committed to ...
MORE >Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university ...
MORE >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 ...
MORE >When Jason Trueman began his career as an insurance underwriter with Chubb Insurance, he saw firsthand why companies with unique and ...
MORE >As a Portfolio Manager, Amélie connects her professional skill set with her personal story to be a true and trusted partner to clients. ...
MORE >Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not ...
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