Your Wealth

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It’s no secret institutional and ultra-high-net-worth investors enjoy certain advantages, such as: a formal investment committee to oversee investment decisions, access to alternative asset classes, specialized money managers & preferred investments generally not available to the investing public.  

Frankly, that's what we want too!

For clients who have a need for professional investment management, we have entered into an agreement with Newport Private Wealth, one of Canada’s largest independent wealth management firms. Since 2001, this firm has protected & grown wealth for clients through an investment management approach that has produced dependable results with low volatility. 

Newport's methodology is based on investing in both alternative and traditional asset classes for greater diversification, lower risk and less reliance on stocks and bonds for income and growth. 

As they say at the firm, “We don’t invest in anything for clients that we aren’t invested in ourselves.” 

Brad Dickson and Newport Private Wealth Inc have entered into a Referral Agreement. Under the terms of this Agreement, Brad makes introduction to the firm for its discretionary investment management services. When you become a client of the Newport, a referral fee is paid to Brad from the discretionary investment management fees it earns. 

(Restrictions apply)  

Lonsdale Portfolios, a discretionary portfolio management service for investors with $200,000 - $1 million of investable assets. 

Lonsdale is a division of Newport Private Wealth, one of Canada’s largest independent wealth management firms for high-net-worth individuals. 

Call now to understand more about what the wealthy and ultra-wealthy do differently.