Newport Private Wealth is a wealth management firm that offers services in investment management and integrated wealth management, aiming to optimize clients' wealth and financial wellbeing.

Newport Private Wealth

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Chairman

Aubrey Baillie

Human Resources

Bob Clark

Chief Marketing Officer

Elizabeth Pizzinato

Business Management

Kelly Baird

Kelly Willis

Chief Compliance Officer

Pam Brenman

Vice President of Finance

Karen Chan

Executive VP

Matt Reynolds

Vice President & Client Relationship Manager

Vincent Didkovsky

David Cole

Donald Lenz

Douglas Brown

Co-Founder, President and CEO

InstaMed simplifies healthcare payments for providers.

Moneta is a gold exploration company that focuses on advancing its 100% wholly-owned Tower Gold project.

University of Toronto Alumni Founded Companies

University of Windsor Alumni Founded Companies

Investors Active in Canada

Great Lakes Investors

Newport Private Wealth is  started Newport Private Wealth, in 2001, because they saw both a need and an opportunity.
They had been senior wealth management professionals at various financial institutions, serving high net worth clients and managing their own families’ investments.

They grew increasingly frustrated with what they perceived to be inherent conflicts of interest within the traditional industry models, institutional bureaucracy and a mass production approach to investments and client service.

In their view, there was simply no provider that was doing an optimal job of meeting all the needs a high net worth family has for independent and unbiased advice; access to top investment managers; true diversification; access to high quality private investments; and ideas and solutions that are based on a ‘wide angle’ view of wealth.

Toronto

Ontario

Canada

North America

United States

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news impact assignment basic	general
public peers	general	Sep 27, 2024 8:18 AM	2e0fa20b
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news impact assignment daily	general
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company summary	general
signals	general	Sep 27, 2024 8:18 AM	ab671936
crunchbase trigger	general	Nov 27, 2024 12:50 PM	d6bb3c75
crunchbase profile	general	Nov 28, 2024 8:56 AM	3a689d03
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translate crunchbase fundingrounds	general	Nov 28, 2024 10:19 AM	a3abe9d4
peers	general	Sep 27, 2024 8:18 AM	f289ac3d
news basic	general	Sep 27, 2024 8:18 AM	0e62ee50
bundesanzeiger	filings
financials download nd	financials
private financials	financials

CA:NEWPORTPRIVATEWEALTH

Newport Private Wealth