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David Lloyd Email
Managing Director, Chief Wealth Management Officer . Newport Private Wealth
Toronto, ON
Locationd*****@newportprivatewealth.ca
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Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast.\n\nHaving 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. \n\nSince 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. \n\nNewport Private Wealth’s investment platform is unique for its exceptional diversification in 11 asset categories and access to independent specialized expertise. Independent money managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. \n\nBased in Toronto, Canada, Newport Private Wealth manages $3.5 billion of assets on behalf of several hundred client families with diverse wealth interests.Newport Private Wealth Address
469 King Street WestToronto, ON
CAN