Newport Private Wealth
Alex Meffe is currently working as an Associate in the Wealth Planning Group at Newport Private Wealth since August 2023. Prior to this, they were a Summer Associate at RBC Dominion Securities in both 2021 and 2022. Alex completed their Honour's Business Administration degree at Ivey Business School at Western University from 2021-2023, and also pursued an Honours Business Administration degree at WU (Vienna University of Economics and Business) from February 2023 to June 2023. Prior to that, they obtained a degree in Business Management and Organizational Studies with a specialization in Finance from Western University between 2019-2021.
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Newport Private Wealth
Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast. Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view – on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. Newport Private Wealth’s investment platform is unique for its exceptional diversification in 14 asset categories and access to independent specialized expertise. Independent money managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. Newport Private Wealth manages $5.4 billion of assets on behalf of several hundred client families with diverse wealth interests.