Newport Private Wealth
In their current role as Portfolio Manager at Newport Private Wealth, Kyle Smith, CFA, MBA oversees investment portfolios. Prior to this, Kyle held positions at CIBC Wood Gundy as an Investment Advisor and at Canaccord Genuity Inc. as Director of Institutional Equity Trading. With a background in investment banking, project finance, and institutional equity trading, Kyle's educational background includes a Bachelor of Science in Business and Economics from Lehigh University and a Master of Business Administration from Ivey Business School at Western University. Kyle is also a Chartered Financial Analyst from the CFA Institute.
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.