Newport Investment Counsel

Our Story

At Newport Private Wealth, we take a different perspective. Our focus is on providing holistic wealth management services to individuals and families. We understand that success often brings complexity, and it's our commitment to help you optimize your wealth and financial wellbeing so you can enjoy life and thrive. For over 20 years, our team of experienced investment professionals has been dedicated to delivering exceptional results through a deep understanding of our clients' unique needs.

Why Choose Us

As a leading private wealth management firm in Canada, we offer a comprehensive range of services that go beyond traditional investment management. Our mission is to provide a personalized and holistic approach to wealth management, tailored to each client's specific goals and objectives. Here are nine reasons why our clients choose us:

• Exclusive Focus on Individuals and Families: We are committed to providing wealth management services exclusively for individuals and families, understanding that their needs are distinct from those of institutions.
• Holistic Wealth Management: Our approach is designed to optimize your overall financial wellbeing, taking into account your unique goals, risk tolerance, and investment objectives.
• Independent Thinking: With no competing or conflicting interests, our team of experts can focus solely on your investment and wealth management needs, ensuring that your interests are always our top priority.
• Alignment with Clients: We invest our own families' wealth alongside our clients, taking the same risks and enjoying the same rewards. Our commitment is to deliver exceptional results for our clients, just as we would for our own families.
• Dynamic Diversification: Our investment approach is designed to balance risk and potential, seeking to minimize volatility and maximize returns over the long term.
• Applied Third-Party Expertise: Our Investment Committee works closely with third-party specialists in each asset class to ensure that our investment strategy is executed with precision and care.
• Deep Private Asset Expertise: With over a decade of experience investing in truly private alternatives, we offer our clients access to a wide range of investment opportunities that may not be available through traditional channels.
• Steadier Returns: Our investment approach is designed to deliver lower volatility and more consistent returns over the long term, reducing risk and anxiety for our clients.
• Clear and Transparent Reporting: We believe that transparency is essential in any relationship, and our reporting is designed to be clear, concise, and comprehensive, providing our clients with a complete picture of their financial situation and investment performance.
• Policies that Protect Your Interests: Our Governance Policies are designed to protect your interests, ensuring that your assets are secure and your investments are managed in a responsible and accountable manner.

What We Do

At Newport Private Wealth, we take a comprehensive and integrated approach to wealth management, covering four key areas:

• Investment Management: Our Investment Committee is composed of experienced investment professionals who work together to create a customized investment strategy for each client.
• Wealth Management: Our team of experts provides personalized financial planning and wealth management services, tailored to each client's unique goals and objectives.
• Account Protection: Our team is dedicated to ensuring the safekeeping of your assets, utilizing multiple checks and balances to ensure transparency and accountability.
• Reporting: Our reporting is designed to be clear, concise, and comprehensive, providing our clients with a complete picture of their financial situation and investment performance.

The Team

Our team of experienced professionals is dedicated to delivering exceptional results for our clients. With a deep understanding of the Canadian financial markets and a commitment to providing exceptional service, our team is equipped to help you achieve your financial goals.

What to Expect

Before we take on any new client, we will spend time upfront to ensure that we are a good fit. We believe that building a lasting and successful partnership requires a deep understanding of each other's goals, values, and expectations. We invite you to learn more about how we can help you achieve your financial aspirations.