David Lloyd
Managing Director, Chief Wealth Management Officer @Newport Private Wealth
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2001 — Present
Managing Director, Chief Wealth Management Officer @Newport Private Wealth
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Co-founded Newport Private Wealth as Canada\'s premier wealth management firm serving successful entrepreneurs and other high net worth Canadian families.
EDUCATION
1977 — 1980
Western University
BA and CA, Economics
SKILLS
Retirement PlanningFinancial PlanningEntrepreneurshipMutual FundsInvestmentsAsset ManagementWealthStrategic Financial PlanningTaxHigh Net Worth IndividualsWealth ManagementInvestment ManagementFinanceRetirementPortfolio ManagementEstate Planning
ABOUT DAVID LLOYD
Helping people manage their wealth begins with a genuine interest in their well being…
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