Business Details
Your Trusted Partner for Wealth Management Solutions
At Newport Private Wealth, we approach private wealth management with the same care and conviction as if it were our own. Our team of seasoned professionals brings decades of combined experience in investment management, financial planning, tax, and estate strategy to deliver personalized solutions tailored to each client's unique goals. We utilize an endowment-style investment platform that provides access to sophisticated strategies typically reserved for institutions, ensuring portfolios are diversified with confidence, not complexity. Our collaborative culture fosters knowledge sharing and leverages diverse perspectives to make sound investment decisions.As fiduciaries, we prioritize alignment with client interests, maintaining transparency in all our operations while minimizing conflicts of interest. With $6 billion in entrusted capital, our scale allows us to access premium opportunities while maintaining a focus on individual client needs. Our commitment to rigorous governance, independent audits, and account safety measures through reputable custodians demonstrates our dedication to protecting and growing wealth across generations.
Services
Wealth Management
Investment Management
Estate Planning
Tax Planning
Portfolio Diversification
Highlights and features
- We offer endowment-style investment strategies typically reserved for institutions
- Our Investment Committee averages 27 years of professional experience per member
- We maintain independent custodianship through National Bank Independent Network
- We operate with full transparency and no hidden fees
- Our team includes 13 seasoned investment professionals with diverse expertise
Services
Wealth Management
Our comprehensive wealth management services integrate investment strategy with personalized financial planning. We create customized solutions that address long-term financial goals while maintaining flexibility for life changes. Our approach combines sophisticated portfolio construction with tax-efficient strategies to preserve and grow wealth across generations.
Investment Management
We employ an endowment-style investment approach that blends traditional securities with alternative assets like private real estate and infrastructure. Our dynamic asset allocation adjusts to market conditions while maintaining strategic long-term positioning. This approach seeks to balance growth potential with risk management through diversified, institutional-quality investments.
Estate Planning
Our estate planning services focus on creating seamless wealth transfer strategies that align with your legacy goals. We coordinate with legal and tax professionals to implement structures that minimize tax liabilities while ensuring your wishes are fulfilled. Our approach considers both immediate and multi-generational wealth preservation needs.
Tax Planning
We develop comprehensive tax planning strategies that integrate with overall wealth management objectives. Our approach considers both current and future tax implications across investment decisions, estate planning, and wealth transfer strategies to maximize after-tax returns and preserve capital.
Portfolio Diversification
Our portfolio diversification strategy extends beyond traditional stocks and bonds to include alternative investments that provide stability and growth potential. We actively manage asset allocations based on market outlook while maintaining strategic long-term positioning to balance risk and return objectives.
People
Douglas C. Brown
Co-Founder, President & CEO
With over 25 years in wealth management, Douglas leads Newport's strategic direction and client relationships. He previously held senior roles at major financial institutions before co-founding Newport to create a client-centric wealth management platform.
Mark A. Kinney
Co-Founder & Chief Investment Officer
As CIO, Mark oversees investment strategy and portfolio management. He brings 27 years of experience in financial markets, previously serving as portfolio manager and investment strategist at leading firms before co-founding Newport's investment platform.
David T. Lloyd
Co-Founder & Chief Wealth Management Officer
David leads wealth planning services with 24 years of experience in financial planning and client advisory. He previously served as a senior wealth advisor at major Canadian financial institutions before helping establish Newport's client-focused approach.
Amer Javed
Chief Financial & Operating Officer
Amer oversees financial operations and business strategy with 20 years of experience in financial services. He previously held executive roles in finance and operations at investment firms before joining Newport to manage its growth and infrastructure.
Pam Brenman
Chief Compliance Officer
Pam ensures regulatory compliance and risk management across Newport's operations. With 18 years in financial services compliance, she previously held senior roles at major Canadian financial institutions before establishing Newport's compliance framework.
Questions
What services does Newport Private Wealth offer?
We provide comprehensive wealth management including investment management, estate planning, tax planning, and portfolio diversification using both traditional and alternative assets.
What is the minimum investment required?
Newport requires a minimum of $1 million in investable assets, with Lonsdale Portfolios available for clients with $300,000 or more.
How does Newport's investment approach differ?
Our endowment-style strategy combines dynamic asset allocation with access to institutional-quality alternative investments not typically available to individual investors.
How are client assets protected?
Client assets are held by independent custodian NBIN, a National Bank subsidiary, with CIPF protection and annual audits conducted by Deloitte and PwC.
What geographic areas do you serve?
We serve clients from offices in Toronto, Calgary, Kelowna, Kingston, and Waterloo, with a nationwide service network.
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