Ian Maclean

Portfolio Manager at Newport Private Wealth

Ian Maclean, CFA is currently working as a Portfolio Manager at Newport Private Wealth since August 2020. Prior to this, Ian served as the Vice President & Investment Counsellor at HSBC Private Wealth Services (Canada) Inc. from December 2016 to August 2020. Their previous experience includes roles as an Investment Counsellor and Portfolio Associate at BMO Private Banking from January 2013 to October 2016. Ian also worked as an Inside Sales Representative and Client Services Representative at CI Investments Inc. from November 2009 to December 2012. Ian holds a Bachelor of Arts (B.A.) in Honors Law from Carleton University and attended Sheffield Hallam University in 2005-2006.

Location

Toronto, Canada

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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.


Headquarters

Toronto, Canada

Employees

51-200

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