Newport’s Kingston Team

We know that deeper, highly confidential connections and personal wealth management expertise are essential for you and your family. Our local, trusted on-the-ground team reflects Newport’s commitment to your community in Kingston and beyond, where we will continue to grow to meet your ever-evolving needs.

Richard Colton (CFA, CIM®), Jason Trueman (CFA) and Diana Li are the dynamic team bringing Newport’s personalized private wealth management and client services to families based in eastern Ontario and beyond. They’re part of a collaborative team of specialists providing total wealth management – including wealth and estate planning, philanthropy, and family governance and tax management.

Our Kingston team – with their knowledge of the local market, their strong family ties to the community, and their client-centric values – are eager to serve you.

   Richard Colton, CFA, CIM®

   Jason Trueman, CFA

   Diana Li, Portfolio Administrator

Kingston Office:
218 King Street East
Kingston, Ontario K7L 3A6
Main: 613.417.4343
kingston@newportprivatewealth.ca