CoverProfile

Katia Ivanova

Portfolio Manager

Newport Private Wealth

Canada, Ontario, Toronto

About Me

Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university education and a life of better opportunities. She earned a Bachelor of Business Administration Degree (with specialization in Finance) at the Schulich School of Business at York University, where she graduated top of her class and won several academic scholarships. She obtained her CFA designation shortly thereafter. Katia spent the first few years of her career as an Equities Research Analyst at RBC Capital Markets. Her strong analytical skills and passion for investing propelled her into the next stage of her career as a Senior Analyst in the Global Equities div

View more

Profile Information

Portfolio Manager

Newport Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Toronto

Ontario

Canada

Sep 29, 2025

More profiles to browse

Profile Photo
Daniel Girard
Portfolio Manager & Director
Profile Photo
Caitlin Chapman
Portfolio Manager
DB
Douglas Brown
President, CEO & Co-Founder
RC
Richard Colton
Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University