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Newport Private Wealth Profile: What is Newport Private Wealth?

Newport Private Wealth is a Canadian wealth management firm catering to high-net-worth individuals and families.

If you are looking to invest as an expat or high-net-worth individual, which is what I specialize in, you can email me (advice@adamfayed.com) or WhatsApp (+44-7393-450-837).

With offices in Toronto, Waterloo, Kingston, Calgary, and Kelowna, Newport Private Wealth offers personalized investment and wealth management services nationwide.

What is Newport Private Wealth?

Newport Private Wealth was founded in 2001 to address shortcomings in traditional private wealth management, like how Canadians with over $1 million in investable assets lacked access to independent financial advice, diversified and lower-risk investment strategies, private investment opportunities, and comprehensive financial planning.

Newport Private Wealth was founded in 2001 to address shortcomings in Canadian traditional private wealth management

The firm adopts a client-first business model, with its founders investing their own money as Newport’s initial clients.

Over time, Newport grew its presence in Canada as a private wealth management, offering tailored financial solutions and emphasizing stability, confidentiality, and holistic planning.

With offices in Toronto, Calgary, Kelowna, Kingston, and Waterloo, Newport Private Wealth serves clients nationwide, leveraging a collaborative, team-based approach.

What does Newport Private Wealth do?

Investment Management

  • Independent Thinking: Providing financial advice based on an independent investment mindset, led by a 13-member Investment Committee with diverse professional backgrounds and an average of 27 years of experience.
  • Dynamic Diversification: Utilizing a broad investment universe beyond traditional public securities, Newport employs dynamic asset allocation, adjusting capital distribution as market conditions evolve.
  • Deep Private Asset Expertise: Incorporating alternative investments traditionally reserved for ultra-high-net-worth and institutional investors, Newport provides access to quality private investments, enhancing diversification and potential returns.

Wealth Management

  • Personalized Services: Delivering wealth management services to address complex financial needs, including asset and income protection, estate and succession planning, and tax planning.
  • Continuous Engagement: Maintaining ongoing communication to adapt to changes in personal circumstances, investment environments, and tax regulations, helping clients stay ahead of factors impacting their wealth.
  • Financial Planning: Integrating investment management with financial, tax, estate, and succession planning to provide added value within the investment management fee structure.

Newport Private Wealth Leadership

  • Douglas C. Brown – Co-Founder, President & CEO
    Douglas Brown co-founded Newport Private Wealth in 2001, building on a distinguished career in wealth management and law. Previously the President of Connor Clark Private Trust and Vice-Chairman at RBC Private Counsel, he identified a gap in the market for comprehensive financial services for high-net-worth Canadians. He serves as Chair of Newport’s Board of Directors and Governance Chair of its Investment Committee.
  • Mark A. Kinney, MBA, CFA® – Co-Founder & Chief Investment Officer
    After earning his MBA in 1989, Mark joined Canada Trust, gaining experience across various facets of investment management. As Newport’s Chief Investment Officer, Mark oversees the firm’s investment strategies, applying his expertise in asset allocation and long-term financial growth.
  • David T. Lloyd, CPA, CA – Co-Founder & Chief Wealth Management Officer
    David Lloyd, a Chartered Accountant since 1983, co-founded Newport Private Wealth to provide holistic wealth management solutions. At Newport, David continues to focus on managing clients’ entire financial portfolios and invests his personal capital alongside clients, emphasizing alignment of interests and long-term commitment.
  • Amer Javed, CPA, CA, FRM – Chief Financial & Operating Officer
    Starting at KPMG, he honed skills in financial services and risk management. At Tangerine (formerly ING Direct), he held key roles, including CFO of its asset management division, playing a vital role during its transition and brand overhaul. Before joining Newport in 2023, Amer led the finance operations of a global multi-strategy asset management firm active in venture capital, private equity, and real estate.

Newport Private Wealth Offices

Head Office

  • Toronto
    469 King Street West, 4th Floor
    Toronto, ON, M5V 1K4
    Phone: 416-867-7555
    Toll-Free: +1-866-534-5402

Other Locations

  • Calgary
    259-1011 9th Avenue SE
    Calgary, AB, T2G 0H7
    Phone: 403-228-8225
    Toll-Free: +1-866-534-5402
  • Kelowna
    303-590 KLO Road
    Kelowna, BC, V1Y 7S2
    Phone: 778-738-4130
    Toll-Free: +1-866-534-5402
  • Kingston
    218 King Street East
    Kingston, ON, K7L 3A6
    Phone: 613-417-4343
    Toll-Free: +1-866-534-5402
  • Waterloo
    150 Caroline Street South, Suite 401
    Waterloo, ON, N2L 0A5
    Phone: 519-804-2583
    Toll-Free: +1-866-534-5402

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