Erika Friesen MBA, CFP®, CIM®
Portfolio Manager
Erika’s deep-rooted connection to the investment industry began with her family’s business but her path to a successful career in finance did not follow a typical route. Initially drawn to the world of art and culture, she earned an undergraduate degree in Art History and embarked on a career in the not-for-profit sector.
However, a pivotal opportunity to join a family office reshaped her professional trajectory. Erika quickly uncovered a natural aptitude for financial planning and wealth management. Determined to refine her expertise, she gained invaluable experience working at various firms and honing her skills as a wealth planner for high-net-worth families.
A desire to provide holistic wealth management to clients is what led Erika to Newport. “Newport focuses on working with clients on every aspect of their financial well-being to position them in the best possible way,” says Erika.
She obtained her Master of Business Administration from the Lazaridis School of Business and Economics at Wilfrid Laurier University, where she mentored MBA students and hopefuls. Erika has her CFP® and CIM® designations, rounding out her professional credentials.
Erika swam at Carlton University during her undergraduate program and was captain of the varsity swim team. Originally from Manitoba, Erika worked in Montreal before settling in Toronto, where she lives with her husband and children.