Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast. Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view – on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. Newport Private Wealth’s investment platform is unique for its exceptional diversification in 12 asset categories and access to independent specialized expertise. Independent money managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. Newport Private Wealth manages $5.5 billion of assets on behalf of several hundred client families with diverse wealth interests.
View Top Employees from Newport Private WealthWebsite | http://www.newportprivatewealth.ca |
Revenue | $7 million |
Employees | 82 (82 on RocketReach) |
Founded | 2001 |
Address | 469 King Street West, 4th Floor, Toronto, Ontario M5V 1K4, CA |
Phone | (416) 867-7555 |
Fax | (416) 867-7595 |
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Industry | Financial Services, Finance General, Professional Investment Management, Finance, Wealth Management, Corporate Finance |
Web Rank | 3 Million |
Keywords | Newport Private Wealth, Bob Clark Toront, Amelie Beauregard, Private Investment Funds Canada, Family Trust Private School Fees, Cfa Private Wealth Management Toronto, Wealth Management Canada, Wealth Management Toronto |
Competitors | Appleton Partners, Inc., Aspiriant, Bel Air Investment Advisors LLC, Rodgers & Associates, SYM Financial Advisors |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Newport Private Wealth employee's phone or email?
The Newport Private Wealth annual revenue was $7 million in 2024.
Elizabeth Pizzinato is the CMO of Newport Private Wealth.
82 people are employed at Newport Private Wealth.
Newport Private Wealth is based in Toronto, Ontario.
The NAICS codes for Newport Private Wealth are [523, 5239, 52, 52393].
The SIC codes for Newport Private Wealth are [628, 62].