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.

Investment Management

Newport Private Wealth

Doug Brown

Carly McGrath

Natalie Walker

Michelle Ali

Peter Churchill-Smith

Mike Vanderburgh

David Cole

Andrew Thomson

Bob Clark

Matt Reynolds

Robert W. Clark

Pam Brenman

Elizabeth Pizzinato

Amer Javed

The Portfolio Management Team at Newport Private Wealth is responsible for developing and implementing investment strategies tailored to meet the unique needs of high-net-worth clients. They analyze market trends and asset performance across 14 diverse categories, ensuring optimal asset allocation and risk management. With a focus on delivering stability and generating returns, the team collaborates closely with both clients and the firm's wealth planning professionals to enhance and preserve their wealth over the long term.

Portfolio Management Team

Leadership Team

Marketing and Compliance Team

Portfolio Management Team

About

Team members

Other teams at Newport Private Wealth

Leadership Team

Marketing and Compliance Team