North American & Global Equities
Investments in publicly-traded quality companies
Welcome to our Kingston office
We’re here to help you protect and grow your wealth
with genuine care and expertise.
Newport Private Wealth
We take a different perspective. Yours.
When we founded Newport Private Wealth in 2001, our goal was to help people manage their wealth, with a genuine interest in their well-being. From day one, Newport was built from a client’s perspective.
A high-touch boutique firm that understands confidentiality and discretion, we work with high-net-worth individuals and families across Canada from all walks of life. Our select clients trust us to help them organize, protect, and optimize their net worth.
We’re proud to be part of the Kingston community, and we welcome the opportunity to meet you. Let us share more about how Newport can help you achieve your dreams and goals so that you and your family can flourish to the fullest.
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Learn more about Newport’s unique approach to managing your family’s wealth.
Meet the Kingston team
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®) and Diana Li are the dynamic team bringing Newport’s personalized wealth planning 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.
Outside the Box
Thinking
We don’t follow the crowd; our only bias is to excellence. We think differently to protect capital and seize opportunity.
The Returns You Expect,
Lower Risk and Volatility
Our track record shows that we meet or exceed benchmarks after fees over a full market cycle, with less risk and volatility.
Exclusive
Private Investments
We source exclusive high-quality, institutional level investments to stabilize and diversify portfolios.
Timely Transparent
Communications
Our clear performance reporting tells you exactly how your portfolio is doing and what our investment strategy is – without guesswork.
Alignment and
Accountability
Your money is invested alongside ours. We’re purpose-built for high-net-worth families by our high-net-worth founders.
Wealth Planning
Expertise
Astute advice organizes and optimizes your wealth holistically to give you peace of mind now and for the future.
How we invest your capital
A proven investment strategy and clear process for investment success
Newport’s investment platform is overseen by its senior Investment Committee. Long-term results are a product of the people, philosophy and process behind the strategy.
Where to find us
Head Office
Toronto
469 King Street West
4th Floor
Toronto, ON
M5V 1K4
469 King Street West
4th Floor
Toronto, ON
M5V 1K4
Kingston
218 King Street East
Kingston, ON
K7L 3A6
218 King Street East
Kingston, ON
K7L 3A6
Other Locations