Our clients are all across Canada. People from various walks of life, different ages, levels of wealth and investment experience. Here are nine of the many reasons why they chose us. Unlike many of our competitors who manage money for institutions, we are laser-focused on providing wealth management for individuals and families because their needs are different.
The counsel we provide reflects the deep expertise of our professional team across all disciplines and is born out of decades working for affluent families-so you benefit from the collective experience of other people in similar situations. You will experience an integrated and personalized approach to optimizing your overall financial well-being - in addition to professional investment management.
The counsel we provide reflects the deep expertise of our professional team across all disciplines and is born out of decades working for affluent families-so you benefit from the collective experience of other people in similar situations. You will experience an integrated and personalized approach to optimizing your overall financial well-being - in addition to professional investment management.
Services
Many of our clients have financial management needs with degrees of complexity that call for a variety of capabilities - asset and income protection, estate and succession planning, tax planning, etc. These form the practice of wealth management.
With input from you about your personal and financial circumstances and objectives, we will conduct a review to identify options for you to consider and then work with you and your advisors to successfully implement them.Continuously. Because things happen - your personal circumstances change, the investment environment changes, new tax rules are introduced, etc.
With input from you about your personal and financial circumstances and objectives, we will conduct a review to identify options for you to consider and then work with you and your advisors to successfully implement them.Continuously. Because things happen - your personal circumstances change, the investment environment changes, new tax rules are introduced, etc.
We invite you to meet with us for an initial 'discovery session' that will allow us to learn about you and for you to find out more about us - with no obligation to either side. If, after this conversation, we both see a potential fit, we would be pleased to prepare a complimentary proposal.
Based on the information you share with us in the discovery session, we will prepare a proposal outlining our recommended portfolio strategy and asset mix, fees, and the reporting you can expect from us.If you can provide your current investment statements, we will also do an analysis of your current portfolio outlining overall asset mix, risks, fees, etc.
Based on the information you share with us in the discovery session, we will prepare a proposal outlining our recommended portfolio strategy and asset mix, fees, and the reporting you can expect from us.If you can provide your current investment statements, we will also do an analysis of your current portfolio outlining overall asset mix, risks, fees, etc.
Client assets are primarily held by an independent custodian National Bank Independent Network (NBIN), a wholly-owned subsidiary of the National Bank Financial Inc. This means that no one at Newport Private Wealth ever has access to your cash or investments. Independent valuation and recordkeeping for the Newport Funds is provided by SS&C CommonWealth.
You will receive a clear and comprehensive portfolio report from us on a quarterly basis. From the numbers that tell you exactly how your investments performed, to the commentary on portfolio strategy, everything has been designed for your ease of understanding. In addition you will receive an account statement directly from our independent custodian, National Bank Independent Network (NBIN).
We charge a fee for the investment management services we provide, as opposed to "commissions" or "loads" based on transactions. Our fees are based on the size and composition of your portfolio. As fiduciaries, we are not incented to trade or transact, but rather to protect and grow your investments.
Reviews (3)
Yusuf Oluwakemi Oluwaferanmi
Dec 24, 2021
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Dec 10, 2021
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M. L.
Jan 05, 2021
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