Newport Private Wealth

 
 
 
 
 
 
 
 
 
 
 

Newport Private Wealth

1100 - 1631 Dickson Avenue
Kelowna, BC V1Y 0B5 | map | directions

We take a different perspective. Yours.

This is more than a marketing slogan. It is the defining principle of our business. In 2001, we started Newport Private Wealth by investing our own money to become our own first clients.

That’s because as seasoned wealth management professionals, we were determined to provide Canadians with a better private wealth management experience and design a firm we would want to be clients of, one that offers:
• independent, unbiased  advice;
• access to top investment managers;
• true diversification into alternative as well as traditional investments;
• holistic financial planning services;
• alignment of interests between clients and wealth professionals

Today, we are one of Canada’s largest independent wealth management firms for individuals and families. We provide a stable, confidential home for people who want greater control of their wealth and customized solutions to its challenges and opportunities.

View our video or visit our website.  

Contacts
Shauna George
Member Since: 2016
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 (Date: 9/19/2020)