{"id":91930,"date":"2025-01-07T14:28:24","date_gmt":"2025-01-07T14:28:24","guid":{"rendered":"https:\/\/adamfayed.com\/?page_id=91930"},"modified":"2025-01-07T14:28:24","modified_gmt":"2025-01-07T14:28:24","slug":"newport-private-wealth-profile-what-is-newport-private-wealth","status":"publish","type":"page","link":"https:\/\/adamfayed.com\/it\/investment-options\/investment-providers\/newport-private-wealth-profile-what-is-newport-private-wealth\/","title":{"rendered":"Newport Private Wealth Profile: What is Newport Private Wealth?"},"content":{"rendered":"<p><a href=\"https:\/\/adamfayed.com\/it\/review-articles\/newport-private-wealth-review\/\">Newport Private Wealth<\/a> is a Canadian wealth management firm catering to high-net-worth individuals and families.<\/p>\n\n\n\n<p>Se state cercando di investire come espatriati o individui con un alto patrimonio netto, che \u00e8 ci\u00f2 in cui sono specializzato, potete inviarmi un'e-mail (advice@adamfayed.com) o un messaggio WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n<p>With offices in Toronto, Waterloo, Kingston, Calgary, and Kelowna, Newport Private Wealth offers personalized investment and wealth management services nationwide.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is Newport Private Wealth?<\/h2>\n\n\n\n<p>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 <a href=\"https:\/\/adamfayed.com\/it\/investment-options\/fixed-income\/low-risk-investments\/\">lower-risk investment strategies<\/a>, private investment opportunities, and comprehensive financial planning.<\/p>\n\n\n\n<figure class=\"wp-block-image alignright size-medium\"><img fetchpriority=\"high\" decoding=\"async\" width=\"300\" height=\"200\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/buildings-5070537_640-300x200.jpg\" alt=\"Newport Private Wealth was founded in 2001 to address shortcomings in Canadian traditional private wealth management\" class=\"wp-image-91932\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/buildings-5070537_640-300x200.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/buildings-5070537_640-512x342.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2024\/12\/buildings-5070537_640.jpg 640w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p>The firm adopts a client-first business model, with its founders investing their own money as Newport\u2019s initial clients.<\/p>\n\n\n\n<p>Over time, <a href=\"https:\/\/newportprivatewealth.ca\/why-newport\/our-story\/\" target=\"_blank\" rel=\"noopener\">Newport grew its presence in Canada<\/a> as a private wealth management, offering tailored financial solutions and emphasizing stability, confidentiality, and holistic planning.<\/p>\n\n\n\n<p>With offices in Toronto, Calgary, Kelowna, Kingston, and Waterloo, Newport Private Wealth serves clients nationwide, leveraging a collaborative, team-based approach.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What does Newport Private Wealth do?<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Gestione degli investimenti<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Independent Thinking<\/strong>: Providing <a href=\"https:\/\/adamfayed.com\/it\/expat-financial-advisor\/financial-advice\/\">consulenza finanziaria<\/a> 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.<\/li>\n\n\n\n<li><strong>Dynamic Diversification<\/strong>: Utilizing a broad investment universe beyond traditional public securities, Newport employs dynamic asset allocation, adjusting capital distribution as market conditions evolve.<\/li>\n\n\n\n<li><strong>Deep Private Asset Expertise<\/strong>: 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.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Gestione patrimoniale<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personalized Services<\/strong>: Delivering <a href=\"https:\/\/adamfayed.com\/it\/expat-financial-advisor\/what-is-wealth-management\/\">servizi di gestione patrimoniale<\/a> to address complex financial needs, including asset and income protection, estate and succession planning, and tax planning.<\/li>\n\n\n\n<li><strong>Continuous Engagement<\/strong>: Maintaining ongoing communication to adapt to changes in personal circumstances, investment environments, and <a href=\"https:\/\/adamfayed.com\/it\/personal-financial-planning\/expat-tax\/\">tax regulations<\/a>, helping clients stay ahead of factors impacting their wealth.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/adamfayed.com\/it\/personal-financial-planning\/\">Pianificazione finanziaria<\/a><\/strong>: Integrating investment management with financial, tax, estate, and succession planning to provide added value within the <a href=\"https:\/\/adamfayed.com\/it\/financial-planning\/personal-financial-planning\/financial-planner\/financial-planner-fees\/\">investment management fee structure<\/a>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/newportprivatewealth.ca\/the-team\/\" target=\"_blank\" rel=\"noopener\">Newport Private Wealth Leadership<\/a><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Douglas C. Brown \u2013 Co-Founder, President &amp; CEO<\/strong><br>Douglas Brown co-founded Newport Private Wealth in 2001, building on a distinguished career in <a class=\"wpil_keyword_link\" href=\"https:\/\/adamfayed.com\/it\/\" title=\"gestione patrimoniale\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"1329\">gestione patrimoniale<\/a> 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&#8217;s Board of Directors and Governance Chair of its Investment Committee.<\/li>\n\n\n\n<li><strong>Mark A. Kinney, MBA, CFA\u00ae \u2013 Co-Founder &amp; Chief Investment Officer<\/strong><br>After earning his MBA in 1989, Mark joined Canada Trust, gaining experience across various facets of investment management. As Newport&#8217;s Chief Investment Officer, Mark oversees the firm&#8217;s investment strategies, applying his expertise in asset allocation and long-term financial growth.<\/li>\n\n\n\n<li><strong>David T. Lloyd, CPA, CA \u2013 Co-Founder &amp; Chief Wealth Management Officer<\/strong><br>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&#8217; entire financial portfolios and invests his personal capital alongside clients, emphasizing alignment of interests and long-term commitment.<\/li>\n\n\n\n<li><strong>Amer Javed, CPA, CA, FRM \u2013 Chief Financial &amp; Operating Officer<\/strong><br>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.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/newportprivatewealth.ca\/contact\/\" target=\"_blank\" rel=\"noopener\">Newport Private Wealth Offices<\/a><\/h3>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Head Office<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Toronto<\/strong><br>469 King Street West, 4th Floor<br>Toronto, ON, M5V 1K4<br>Phone: 416-867-7555<br>Toll-Free: +1-866-534-5402<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Other Locations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Calgary<\/strong><br>259-1011 9th Avenue SE<br>Calgary, AB, T2G 0H7<br>Phone: 403-228-8225<br>Toll-Free: +1-866-534-5402<\/li>\n\n\n\n<li><strong>Kelowna<\/strong><br>303-590 KLO Road<br>Kelowna, BC, V1Y 7S2<br>Phone: 778-738-4130<br>Toll-Free: +1-866-534-5402<\/li>\n\n\n\n<li><strong>Kingston<\/strong><br>218 King Street East<br>Kingston, ON, K7L 3A6<br>Phone: 613-417-4343<br>Toll-Free: +1-866-534-5402<\/li>\n\n\n\n<li><strong>Waterloo<\/strong><br>150 Caroline Street South, Suite 401<br>Waterloo, ON, N2L 0A5<br>Phone: 519-804-2583<br>Toll-Free: +1-866-534-5402<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Siete afflitti dall'indecisione finanziaria? <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"512\" height=\"288\" src=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg\" alt=\"\" class=\"wp-image-117505\" style=\"width:683px;height:auto\" srcset=\"https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-512x288.jpg 512w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-300x169.jpg 300w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-768x432.jpg 768w, https:\/\/adamfayed.com\/wp-content\/uploads\/2025\/03\/Adam-Fayed-Contact_CTA3-scaled.jpg 825w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/it\/become-adams-client\/\">Diventa mio cliente<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/it\/good-match-quiz\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fare il quiz sull'idoneit\u00e0 del cliente<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/adamfayed.com\/it\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contatto<\/a><\/div>\n<\/div>\n\n\n\n<p><strong>Adam \u00e8 un autore riconosciuto a livello internazionale in materia finanziaria con oltre 830 milioni di visualizzazioni di risposte su Quora, un libro molto venduto su Amazon e un contributo su Forbes.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":91931,"parent":79525,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_10166176115445471_100883565069113":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"class_list":["post-91930","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/pages\/91930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/comments?post=91930"}],"version-history":[{"count":2,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/pages\/91930\/revisions"}],"predecessor-version":[{"id":92086,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/pages\/91930\/revisions\/92086"}],"up":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/pages\/79525"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/media\/91931"}],"wp:attachment":[{"href":"https:\/\/adamfayed.com\/it\/wp-json\/wp\/v2\/media?parent=91930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}