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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

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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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