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.
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.