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While a chance meeting at a conference led to a digital marketing consulting engagement with Newport Private Wealth, it was the company’s unique client-centric ethos that led Elizabeth to her role as Chief Marketing Officer for the company. Elizabeth’s consulting work with the Newport ... Keep Reading "Elizabeth Pizzinato" >

Pam Brenman is the kind of person who never stops questioning, seeking answers and finding creative ways to broaden her personal and professional knowledge. She taps those characteristics, along with an unwavering dedication to ethical business conduct, in her role as Newport’s Chief Compliance ... Keep Reading "Pam Brenman" >

Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a Chartered Accountant.  In 1977, he joined F H Deacon and Company (which was bought by Nesbitt Thomson and ultimately became part of BMO Nesbitt Burns Inc.). ... Keep Reading "Aubrey W. Baillie" >

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career, it is his ability to build relationships. From his first job with AE Ames, in 1970, to today, he has been a relationship manager. In 1976, he joined Goldman Sachs in New York as Vice President, ... Keep Reading "Donald L. Lenz" >

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd has successfully built two businesses over the past three decades. A Chartered Accountant since 1983, David Lloyd left a well-established financial planning ... Keep Reading "David T. Lloyd" >

With a Bachelor of Commerce degree from Queen’s University leading to her first job with Touche Ross (now Deloitte), Kelly was introduced through her audit clients to the investment industry just as the market turmoil of October 1987 hit. She has never looked back — thriving on the pace of an ... Keep Reading "Kelly A. Baird" >

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy his first new car (VW Jetta) was enough to convince Mark that the investment industry would be a rewarding and challenging career. After completing his MBA in ... Keep Reading "Mark A. Kinney" >

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s top jobs, including president of Connor Clark Private Trust and Vice-Chairman at RBC Private Counsel – where he observed that many high-net-worth Canadians had ... Keep Reading "Douglas C. Brown" >

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with Barclays Bank, he developed the tools to analyze income statements.  “When part of your return is in the form of a sustainable income stream, whether it’s ... Keep Reading "Stephen R. Hafner" >

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a friend started a business that manufactured apparel commemorating the 25th anniversary of Woodstock. At its peak, the company was shipping 5,000 pieces a week to ... Keep Reading "J. David Cole" >