CoverProfile

Curtis Perks

Portfolio Manager

Newport Private Wealth

Canada, Ontario, Toronto

About Me

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

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

Profile Photo
Jansen Shrubb
Portfolio Manager
JS
Jordan Schwann
Managing Director & Portfolio Manager
Profile Photo
Stephen Hafner
Managing Director & Portfolio Manager
AP
Alan Pilkey
Portfolio Manager

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors