ABOUT NEWPORT PRIVATE WEALTH

Newport Private Wealth is among Canada’s leading private wealth management firms for high-net-worth individuals. For an introduction, we invite you to view this link to our corporate video. We provide discretionary investment management and complete wealth planning to help clients organize and optimize their total net worth. Managing wealth for families is our only business; we are not conflicted by competing business lines or client segments. Our clients are located across Canada and come from all walks of life but have the following investment objectives in common:

• Generate income to fund their lifestyle now or in the future

• Achieve growth to stay ahead of inflation and preserve their standard of living well into the future

• Protect them from any significant or permanent loss of capital

Our investment approach has been designed and proven to achieve those objectives.

INVESTMENT APPROACH

• We think outside the box. To generate above average rates of return with below average levels of risk over a full market cycle, you should have exposure to a broad investment universe. We have multiple asset classes to choose from – stocks and bonds as well as alternative investments such as real estate, infrastructure, private debt, etc. This helps us to produce returns even when conventional stocks and bonds are performing poorly.

• We access specialized expertise for these various asset classes through independent money managers — many of whom are unavailable to individual investors — chosen by the Newport Investment Committee.

• We invest our own capital alongside clients, taking the same risks and rewards, to ensure alignment of interests.

• We provide reporting that is transparent, comprehensive and accountable.

• Client assets are primarily held by an independent custodian, National Bank Independent Network (NBIN), a division of NBF Inc. to ensure the safekeeping of accounts. 

In addition to our investment capabilities, our personalized service, low turnover and high levels of client satisfaction evoke a boutique experience for the families we serve. Newport Private Wealth’s services are best suited to individuals with a minimum of $1 million to invest. Individuals with less than $1 million can access Newport Private Wealth’s investment management capabilities through its division, Lonsdale Portfolios.