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David Lloyd

Co-Founder, Managing Director & Chief Wealth Management Officer

Newport Private Wealth

Canada, Ontario, Toronto

About Me

Helping people manage their wealth begins with a genuine interest in their well being. It's about empathy, understanding and adding value. Without these, the best technical skills are irrelevant. Specialties: Serving the wealth management needs of entrepreneurs and other high net worth Canadians including investment counsel, tax, financial, retirement, and estate planning

Profile Information

Co-Founder, Managing Director & Chief Wealth Management Officer

Newport Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

May 24, 2025

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