Our Views

In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services ... Keep Reading "Meet the Team: Jordan Schwann" >

Toronto, Canada, June 28, 2022 – Newport Private Wealth, one of Canada’s largest wealth management firms serving high-net-worth individuals and families, is pleased to announce that it has opened a location in Waterloo, Ontario to better serve clients in the area. Leading the Waterloo client ... Keep Reading "Newport Private Wealth expands to Waterloo" >

Toronto, Canada, February 1, 2022 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms, serves Canadian high-net-worth individuals and families from coast to coast with a substantial roster of clientele hailing from Western Canada. To support ... Keep Reading "Newport Private Wealth continues expansion with new office in Calgary, Alberta" >

In this occasional blog series, we take you behind the scenes to meet members of the Newport Private Wealth team, who work with our clients and Portfolio Managers (PMs) to provide that special Newport touch. This time around, we’re highlighting Jennifer Armstrong, Portfolio Administrator, who ... Keep Reading "Meet the team: Jennifer Armstrong" >

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 ... Keep Reading "Newport’s Kingston Team" >

Toronto, Canada, June 7, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, recently opened for business in Kingston, Ontario. Now the company is delighted to share that it has added ... Keep Reading "Newport adds to Kingston wealth management team" >

In this new blog series, we take you behind the scenes to meet some of the Newport Private Wealth team who do an extraordinary job in making things run smoothly. First up: Michelle Ali, Operations Accountant, who joined Newport in 2015 and is responsible for the relationship between Newport and ... Keep Reading "Meet the team: Michelle Ali" >

Our hearts are heavy with the news that Susan Fulford, a dear and valued member of the extended Newport family passed away on Thursday April 22nd. Susan died after a nine-month struggle with her second bout of cancer (2011), which she fought courageously and quietly. As an independent ... Keep Reading "Remembering a dear friend and colleague" >

Toronto, Canada, April 12, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, is delighted to announce that it has opened for business in Kingston, Ontario. Heading the client service ... Keep Reading "Newport Private Wealth is now open for business in Kingston" >

No matter how or what you celebrate, this year’s festive season will be different. In that spirit, we’ve chosen a different way to pass along season’s greetings – one that is in keeping with the technology that’s allowed us all to stay connected during this pandemic. We hope that you enjoy our ... Keep Reading "Passing along Season’s Greetings" >