Erika Friesen

Portfolio Manager at Newport Private Wealth

Erika Friesen is an experienced finance professional currently serving as a Portfolio Manager and previously as an Associate Portfolio Manager at Newport Private Wealth since August 2022. Prior to this role, Erika held several positions at Gluskin Sheff + Associates Inc. from May 2018 to January 2022, including Wealth Planner and Analyst, Wealth Planning. Earlier experience includes roles at Richardson GMP as an Analyst in Tax and Estate Planning and Associate Investment Advisor from June 2015 to May 2018, as well as positions at RBC from April 2012 to June 2015, serving as Sales Coordinator for RBC Global Asset Management and Associate for RBC Dominion Securities. Erika holds a Master of Business Administration (M.B.A.) with a specialization in Strategic Management from the Lazaridis School of Business & Economics at Wilfrid Laurier University, completed in 2019.

Links


Org chart

Sign up to view 0 direct reports

Get started