Peter is a Managing Director of Newport Private Wealth, a Toronto-based wealth management firm dedicated to entrepreneurs and their families. Peter has unique insights into the lives of entrepreneurs gained from over 30 years of serving business owners - first as a lender to entrepreneurial businesses and then lastly as a financial advisor. He has interviewed countless entrepreneurs about their lives after a sale. He co-authored a survey of business sellers on the issues they face after the sale. It is believed to be the only survey of its kind. In addition, he has both written and spoke on the subject. His latest article is titled "The 10 Things You Must do after the Sale". He is al
Peter Churchill-Smith
Managing Director
Newport Private Wealth
Canada, Ontario, Oakville
About Me
Profile Information
Managing Director
Newport Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Oakville
Ontario
Canada
May 23, 2025
More profiles to browse
Bob Clark
President, Newport Insurance LP

Donald Lenz
Director & Senior Consultant
David Lloyd
Co-Founder, Managing Director & Chief Wealth Management Officer
Mike Vanderburgh
Managing Director & Portfolio Manager
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management