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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

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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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