CoverProfile

Jamie Lloyd

Portfolio Manager

Newport Private Wealth

Canada, Ontario, Toronto

About Me

A Portfolio Manager and wealth management professional with diverse experience in the investment industry. Jamie’s focus is working with high-net-worth private clients on investment & risk management, estate & financial planning and legacy planning at Newport Private Wealth, one of Canada’s leading private wealth management firms for individuals and families across the country.

Profile Information

Portfolio Manager

Newport Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

May 16, 2024

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