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 >With a Bachelor of Commerce degree from Queen’s University leading to her first job with Touche Ross (now Deloitte), Kelly was ...
MORE >Pam Brenman is the kind of person who never stops questioning, seeking answers and finding creative ways to broaden her personal and ...
MORE >While a chance meeting at a conference led to a digital marketing consulting engagement with Newport Private Wealth, it was the ...
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 >Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a ...
MORE >If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career, it is his ability to build ...
MORE >Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. ...
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 >Daniel Girard has been providing comprehensive wealth management services to successful families, individuals and charitable ...
MORE >Evgeniya Pollock has a deep passion for solving riddles. To her, financial planning is like one big puzzle—each element needs to fit ...
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 >Kyle’s interest in the financial markets started at the breakfast table. “My dad would read the business section every morning and I ...
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 >During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the ...
MORE >When Caitlin studied consumer behavior as part of her undergraduate degree, she realised two things. One was that she wanted to work in ...
MORE >From participating in the Little League World Series at the age of 12, to playing rugby and football at his alma mater Simon Fraser ...
MORE >Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...
MORE >Jordan’s path to investment management began with a chance encounter. While working in travel & tourism marketing, Jordan ran into ...
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 >Ian’s approach to investing is based on the fundamental principle that every investment portfolio needs its own carefully tailored ...
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 >Alan Pilkey’s client-centric values and ethical attitude have been at the root of his successful 20+ years in the financial services ...
MORE >At a young, impressionable age, Amélie remembers her dad reviewing company financial statements with her and explaining why he was ...
MORE >When Drew Oliver tore his ACL at 17, he switched from competitive snowboarding to teaching. In the process, Drew discovered that ...
MORE >Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not ...
MORE >Derek had a fortuitous start to the financial world with a university project on alternative payment methods, leading to investments in ...
MORE >Mark recalls money being a constant topic of conversation around the dinner table when he and his parents first arrived to Canada as ...
MORE >Like many Newport employees, Aidan Peacock grew up playing every sport under the sun, with a special love for baseball. The lessons he ...
MORE >Hockey was Scott’s passion growing up, yet he admits that the sport didn’t come easy. “I was never the fastest or the most skilled, so ...
MORE >Long before Owen Clarke was old enough to open his own investment account, he was fascinated with the world of finance. Exposed to ...
MORE >Jamie MacNicol grew up in a family of overachievers. “In a good way,” he says, explaining that it was an environment that nurtured ...
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