Jamie is responsible for business development and servicing the network of independent financial advisors who refer their clients to Lonsdale Portfolios and Newport Private Wealth for discretionary portfolio management.

Prior to joining in 2013, Jamie worked at Xerox, responsible for managing a team of Account Executives and servicing clients in the Greater Toronto Area. Jamie graduated from The University of Western Ontario with a Bachelor degree in Business with a concentration in Finance & Administration. Jamie has completed the Canadian Securities Course (CSC®) and is currently pursuing the Chartered Investment Manager (CIM®) designation.

Jamie dedicates a significant amount of time towards many charitable causes, including St. Joseph’s Health Centre, The United Way, and The Yellow Bus Foundation.

Email: jlloyd@newportprivatewealth.ca

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