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 ([email protected]) 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.
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
Pained by financial indecision?
Adam is an internationally recognised author on financial matters with over 830million answer views on Quora, a widely sold book on Amazon, and a contributor on Forbes.
