Newport Private Wealth is one of Canada's largest and independent wealth management firms serving individuals and families coast to coast. As a Portfolio Manager, Curtis applies his values towards building relationship-first connections with clients. Writing his honours paper on the importance of stewardship within the investment industry, he embodies an attentive and thorough approach to serving clients. Curtis holds the Chartered Investment Manager (CIM) designation and is currently studying for his Certified International Wealth Manager designation to better meet the needs of clients. With a love for the outdoors, Curtis can be found at his family farm north of Toronto or training for
Curtis Perks
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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