David Lloyd Email & Phone Number
Managing Director, Chief Wealth Management Officer @ Newport Private Wealth
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David Lloyd Location
- Toronto, ON, CA
David Lloyd Work
- 2001 -now Managing Director, Chief Wealth Management Officer @
- 1991 -1999 Vice President @ Merchant Private Trust
- 1986 -1991 Partner @ PerCor Financial Consultants
- 1980 -1986 Manager @ Clarkson Gordon
David Lloyd Education
- The University of Western Ontario
BA and CA (Economics)
1977-1980 - Etobicoke Collegiate Institute 1973-1977
David Lloyd Skills
- Wealth Management
- Retirement Planning
- Tax
- Wealth
- Financial Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Investments
- Entrepreneurship
- Retirement
- Finance
- Investment Management
- Mutual Funds
- Portfolio Management
- Asset Management
- Estate Planning
- Business Development
- Banking
- Management
- Marketing Strategy
David Lloyd Summary
- David Lloyd, based in Toronto, ON, CA, is currently a Managing Director, Chief Wealth Management Officer at Newport Private Wealth. David Lloyd brings experience from previous roles at Merchant Private Trust, PerCor Financial Consultants and Clarkson Gordon. David Lloyd holds a 1977 - 1980 BA and CA in Economics @ The University of Western Ontario. With a robust skill set that includes Wealth Management, Retirement Planning, Tax, Wealth, Financial Planning and more. David Lloyd has 2 emails on RocketReach.
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Top Newport Private Wealth Employees
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Ian MacLean
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Scott Campbell
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Andrew Thomson
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Peter Churchill-Smith
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Kevin Dean
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David Cole
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Bob Clark
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Daniel Girard
Portfolio Manager
Waterloo, ON, CA
Mike Vanderburgh
Managing Director
Toronto, ON, CA
Richard Colton
Portfolio Manager
Kingston, ON, CA
Kyle Smith
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Jordan Schwann
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Amelie Beauregard
Portfolio Manager
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Rob Koski
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Derek Whiston
Portfolio Manager
Toronto, ON, CA
Pam Brenman
Chief Compliance Officer
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