Newport Private Wealth
Natalie Walker has been with Newport Private Wealth since January 2006, where Natalie serves as a Portfolio Administrator (PM), assisting multiple Portfolio Managers. Prior to that, Natalie worked at Assante Wealth Management from December 1996 to June 2004 as a Senior Manager in Transition Services. Natalie also served as an Assistant to Chris Horan, an EA for an IDA financial advisor. Before that, Natalie was an Assistant to C. Ian Roberts at Fortune Financial from July 1995 to December 1996. Natalie graduated from the University of Waterloo - St. Jerome's University in 1994 with a BA in Psychology.
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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.