Business Details
25 Years
experience
Your Trusted Wealth Management Partner in Canada
Newport Private Wealth was founded in 2001 with a client-centric vision to revolutionize private wealth management in Canada. Our team of seasoned professionals, including a 13-member Investment Committee with 28 years of average experience, delivers tailored solutions for high-net-worth individuals and families. We prioritize alignment of interests by investing our own capital alongside clients, ensuring shared risk and rewards. Our dynamic diversification strategy spans traditional and alternative assets, including exclusive access to institutional-grade private investments unavailable to retail investors. With offices in Toronto, Calgary, Kelowna, Kingston, and Waterloo, we serve clients coast-to-coast through a holistic approach integrating investment management, estate planning, tax optimization, and intergenerational wealth transfer.Our proprietary Newport Funds provide cost-efficient access to specialized asset managers, while rigorous third-party oversight maintains accountability. Recognized as one of Canada's leading wealth firms, we combine independent thinking with 24 years of proven performance to deliver steadier returns with lower volatility. Our commitment to transparency manifests in single-fee pricing and comprehensive reporting through independent custodians like National Bank Independent Network. We empower clients to protect and grow wealth while navigating complex financial landscapes with confidence.
Services
Investment Management
Wealth Management
Alternative Investments
Portfolio Management
Financial Planning
Estate Planning
Tax Optimization
Risk Management
Retirement Planning
Intergenerational Transfer
Details
- Year established: 2001
Highlights and features
- Client-first model established by industry veterans in 2001
- 13-member Investment Committee with 28 years average experience
- Dynamic asset allocation across 60+ institutional real estate assets
- Alignment through co-investment with client capital
- Transparent single-fee pricing structure
Services
Investment Management
Our investment approach combines independent thinking with dynamic diversification across traditional and alternative assets. The 13-member Investment Committee employs a proprietary fund structure to access institutional-grade opportunities while maintaining lower volatility. With over 20 years of proven performance, we deliver steadier returns through strategic asset reallocation based on market conditions and client-specific needs.
Wealth Management
We provide comprehensive wealth solutions addressing estate planning, tax optimization, and intergenerational transfer. Our team integrates investment management with personalized financial strategies to protect and grow complex portfolios. Services include risk management, retirement planning, and family office support tailored to high-net-worth individuals and entrepreneurs.
Alternative Investments
Access exclusive institutional-quality alternatives including real estate, private equity, and infrastructure. With over a decade of expertise, we curate unique opportunities typically unavailable to retail investors. Our portfolio includes interests in 60+ U.S. apartment buildings and specialized mortgage investments, providing diversified income streams and capital appreciation.
Portfolio Management
Customized portfolio construction through five proprietary funds designed for different risk profiles. Daily monitoring by our Investment Committee ensures alignment with client objectives while maintaining flexibility to adjust allocations quarterly. Third-party specialists execute strategies across asset classes with rigorous oversight and performance tracking.
Financial Planning
Holistic financial planning services address tax efficiency, estate preservation, and long-term wealth transfer. Our team collaborates with external advisors to create integrated solutions for complex financial situations. Services include cash flow analysis, risk assessment, and customized reporting to help clients achieve both immediate and generational financial goals.
People
Douglas C. Brown
Chair, Governance
Co-founder and CEO with over 20 years leading Newport's client-focused approach. Instrumental in establishing the firm's alignment model where team members invest alongside clients. Oversees strategic direction and governance frameworks.
Mark A. Kinney
Chief Investment Officer
Co-founder and head of the 13-member Investment Committee. MBA and CFA charterholder with expertise in dynamic asset allocation. Leads Newport's investment strategy that has delivered steadier returns since 2001.
David T. Lloyd
Chief Wealth Management Officer
CPA, CA with responsibility for wealth planning services. Develops integrated solutions combining investment management with estate planning, tax optimization, and intergenerational transfer strategies for high-net-worth clients.
Amer Javed
Chief Financial & Operating Officer
CPA, CA and FRM-certified executive managing Newport's financial operations. Ensures regulatory compliance and operational excellence across multiple Canadian provinces while maintaining the firm's alignment model.
Elizabeth Pizzinato
Chief Marketing Officer
Leads client acquisition and brand development initiatives. Focuses on educating high-net-worth individuals about Newport's differentiated approach to wealth management through thought leadership and targeted communications.
Questions
What distinguishes Newport's investment approach?
Our dynamic asset allocation combines traditional and alternative investments with independent third-party specialists, delivering steadier returns through 13-member Investment Committee oversight.
How does Newport ensure client alignment?
We invest our own capital alongside clients and maintain transparent fee structures. Our alignment model extends to third-party asset managers who must demonstrate shared interests.
What minimum investment is required?
We serve clients with $1M+ investable assets. Lonsdale Portfolios division accepts clients with $300K+ through a tailored investment management approach.
How are portfolios protected?
Client assets are held by independent custodians like National Bank Independent Network. Multiple audit layers and segregation of duties ensure complete asset security and reporting transparency.
Do you work with out-of-province clients?
Yes, our registered portfolio managers serve Canadian residents nationwide from offices in Ontario, Alberta, British Columbia, and Quebec.
What wealth planning services are included?
Integrated services cover estate planning, tax optimization, retirement strategies, and intergenerational wealth transfer as part of our comprehensive wealth management approach.
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