Services

Newport Partners is a financial advisory firm based in Toronto, Ontario, Canada. We work with affluent families, with specialized expertise in serving high net worth entrepreneurs. Founded in 2001, we have grown steadily to become among the largest private client investment counseling firms in the country with more than $1 billion of assets under management. Our clients benefit from the breadth of expertise of our multi-disciplinary team and our specialized services for entrepreneurs based on their unique needs.

Our services include:

  • Professional investment management:
    • asset mix and diversification
    • full range of traditional investments along with unique opportunities in private real estate, mortgages, mezzanine debt, private equities etc.
    • access to top-ranked third party money managers in all asset classes
    • tax sensitive investing
    • concentrated stock planning and diversification strategies
  • Wealth management advice:
    • tax planning
    • estate and succession planning
    • retirement planning and individual pension plans
    • asset and income protection strategies
    • charitable giving
  • Corporate financial expertise:
    • selling a business
    • mergers & acquisitions
    • raising capital
    • shareholder issues
    • corporate employee benefit plans