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
More profiles to browse
KD
Kevin Dean
Managing Director & Portfolio Manager
Andrew Thomson
Managing Director & Portfolio Manager
Bob Clark
President, Newport Insurance LP
JS
Jordan Schwann
Managing Director & Portfolio Manager
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation