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

Caitlin Chapman
Portfolio Manager
Newport Private Wealth
Canada, Ontario, Toronto
About Me
Profile Information
Portfolio Manager
Newport Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Toronto
Ontario
Canada
Sep 29, 2025
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