Newport Private Wealth is a financial advisory firm based in Toronto, Canada and manages more than $1 billion of assets on behalf of several hundred client families with diverse wealth 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 11 asset categories and access to independent specialty expertise. Independent money managers are retained for specialty asset classes. These factors provide stability and generate returns that are less dependent on the stock market.
Our services include:
- Investment management:
- asset mix and diversification
- full range of traditional investments along with unique opportunities in private real estate, mortgages, mezzanine debt, private equities etc.
- access to top-ranked third party money managers in all asset classes
- tax sensitive investing
- concentrated stock planning and diversification strategies
- Wealth management:
- Corporate financial expertise:
- selling a business
- mergers & acquisitions
- raising capital
- shareholder issues
- corporate employee benefit plans