CoverProfile

Caitlin Chapman

Portfolio Manager

Newport Private Wealth

Canada, Ontario, Toronto

About Me

As a Portfolio Manager at Newport, I get to help my clients better manage their investments and enhance their wealth. My passion is to help women to feel confident about their finances and secure in their wealth. My goal is to become their trusted advisor, helping them by: - listening and understanding their challenges - educating them to feel empowered, financially - providing tailored financial advice through our investment and wealth management services - identifying wealth enhancing strategies to achieve lifestyle goals - ongoing navigation and support though life’s financial challenges My specialties include: investment management | retirement or planning for the future | wealth enha

View more

Profile Information

Portfolio Manager

Newport Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

Sep 29, 2025

More profiles to browse

RC
Richard Colton
Portfolio Manager
Profile Photo
Michael Southern
Portfolio Manager
Profile Photo
Kyle Smith
Managing Director & Portfolio Manager
JS
Jordan Schwann
Managing Director & Portfolio Manager

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth