NE

NEWPORT PRIVATE WEALTH INC.

Business & Finance Registered 01 July 2022

General Information

Official company information

Registry ID
1000247808
Company Age
2 years
Registration Date
Registered Address
469 King St W 4th floor, Toronto, ON M5V 1K4
Business Number (BN)
890056419
City
Toronto
Status Notes
2023-08-30
Email
N/A
Phone
Website

Official company website with more information about products, services, and contact details.

About NEWPORT PRIVATE WEALTH INC.

Company profile and description

Newport Private Wealth is one of Canada's leading private wealth management firms serving high-net-worth individuals from coast to coast. Founded in 2001, the firm focuses on providing independent, unbiased advice, access to preferred investment managers, true diversification, access to quality private investments, and holistic planning services. Newport helps clients generate income, grow capital, and protect their capital. They offer integrated wealth management services including investment management, tax planning, retirement planning, asset and income protection, and estate planning. Newport has developed the skill sets and networks to be able to invest in unique private investments. Their Investment Committee executes strategy through third-party specialists in each asset class, carefully-curated, monitored daily and frequently adjusted.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1809293384591867960
Hierarchy
parent
Entity Type
ONTARIO BUSINESS CORP.
Display Date
2022-07-01
Jurisdiction
ON
Status Notes
incorporated
Business Number
890056419
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 3 total contacts

Name & Position Email Contact Number Fax Number
D
Douglas Brown
Co-founder, President & CEO
-
-
-
M
Mark Kinney
Co-founder, Chief Investment Manager
-
-
-
D
David Lloyd
Co-founder, Chief Wealth Management Officer
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-
-

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