Newport Private Wealth Employee Directory

Financial ServicesOntario, Canada51-200 Employees

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 13 asset categories and access to independent specialized expertise. Independent 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 over $6.0 billion of assets on behalf of several hundred client families with diverse wealth interests.

Find Newport Private Wealth employees' phone numbers or email addresses

Newport Private Wealth Global Highlights

Location
Employees

North America
85

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  • Canada
    83
  • United States Of America
    2

Asia
1

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  • China
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

Newport Private Wealth's Leadership

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    E. P.
    Chief Marketing Officer
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    P. B.
    Chief Compliance Officer
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    K. C.
    Vice President Of Finance
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    D. B.
    President, Ceo & Co-Founder
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    D. C.
    Managing Partner
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    D. L.
    Managing Director, Chief Wealth Management Officer
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    E. P.
    Vice President, Wealth Planning Group
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    O. C.
    Vice President, Business Development At Newport Private Wealth
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Newport Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Newport Private Wealth

Name
Title
Contact Info
Location
Last Update
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    E. P.
    Chief Marketing Officer
    Phone icon
    CanadaOntario
    Sep 19, 2024
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    D. C.
    Managing Partner
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    AustraliaVictoria
    Nov 18, 2025
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    D. L.
    Managing Director, Chief Wealth Management Officer
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    CanadaOntario
    Jul 14, 2025
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    P. B.
    Chief Compliance Officer
    Phone icon
    CanadaOntario
    Sep 12, 2025
  • Stylized image of a person
    D. B.
    President, Ceo & Co-Founder
    Phone icon
    CanadaOntario
    Dec 01, 2025
  • Stylized image of a person
    E. P.
    Vice President, Wealth Planning Group
    Phone icon
    CanadaOntario
    Oct 18, 2025
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    K. C.
    Vice President Of Finance
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    CanadaOntario
    Jan 22, 2026
  • Stylized image of a person
    O. C.
    Vice President, Business Development At Newport Private Wealth
    Phone icon
    CanadaOntario
    Aug 05, 2024
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    M. R.
    Managing Director - Western Canada & Referral Network
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    CanadaBritish Columbia
    Jan 14, 2026
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    K. A. D.
    Managing Director & Portfolio Manager
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    CanadaOntario
    Aug 11, 2025

Frequently Asked Questions

What is Newport Private Wealth known for?

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Newport Private Wealth was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 469 King Street West 4th Floor Toronto, Ontario m5v 1k4 Canada; you can contact the main corporate office by phone at . Explore Newport Private Wealth's company overview page for more information.

What is Newport Private Wealth's most common email format?

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Newport Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Newport Private Wealth email formats with LeadIQ.

How many employees does Newport Private Wealth have currently?

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Newport Private Wealth has approximately 92 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Newport Private Wealth's key employees and leadership?

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As of February 2026, Newport Private Wealth's key employees include:

  • Chief Marketing Officer: E. P.
  • Chief Compliance Officer: P. B.
  • Vice President Of Finance: K. C.
  • President, Ceo & Co-Founder: D. B.
  • Managing Partner: D. C.

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