Caitlin Chapman
Portfolio Manager @Newport Private Wealth
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WORK HISTORY
Portfolio Manager @Newport Private Wealth
Toronto, CA
My focus at Newport is to help individuals better manage their wealth. To provide a stable, confident home for those who want greater control of their wealth and customized solutions to its challenges and opportunities. More specifically I works with women, often divorced or widowed, to build a portfolio and financial plan that aligns with this new stage in their life.
EDUCATION
University of Guelph
Honours Bachelor of Commerce, Marketing & Consumer Behaviour
ABOUT CAITLIN CHAPMAN
As a Portfolio Manager at Newport, I get to help my clients better manage their investments and enhance their wealth.My passion is to help women to feel confident about their finances and secure in their wealth. My goal is to become their trusted advisor, helping them by- listening and understanding their challenges- educating them to feel empowered, financially - providing tailored financial advice through our investment and wealth management services - identifying wealth enhancing strategies to achieve lifestyle goals - ongoing navigation and support though life’s financial challenges My specialties include: investment management | retirement or planning for the future | wealth enhancing strategies Away of work, you’ll find me with my three young kids – riding bikes, mending scraped knees, or carrying their clubs down the fairway as I try to pass on my love for golf.
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