A Professional Team To Help You Manage Your Money
Lonsdale has cultivated a culture of teamwork and dedication to client-centred service. Drawing on the resources of Newport Private Wealth for its investment management capabilities, along with its own dedicated client relationship, business and operations teams, Lonsdale sets high standards for client service.
Newport Private Wealth Investment Committee
The Investment Committee of Newport Private Wealth is responsible for the management of the Lonsdale Portfolios. The Committee consists of a seasoned team of professional investors who manage the portfolios of some of Canada’s wealthiest families. They also invest their own money alongside clients, to ensure alignment of interests.
The Newport Investment Committee members have diverse skill sets with an average of 27 years of investment and business experience. As a client of Lonsdale, you can feel comfortable knowing you have the intellectual capital of the entire Newport team behind you – and aligned with you. Meet the Newport team.
Lonsdale Client Relationship Team
You will work directly with a portfolio manager responsible for customizing and overseeing the management of your account. By having direct access to the people managing your money, you’ll have a better sense of what you are invested in and why – which generally leads to better results over the long term. Meet the Lonsdale client relationship team:
Kevin Dean, Portfolio Manager
Jansen Shrubb, Portfolio Manager
Curtis Perks, Associate Portfolio Manager
Jordan Schwann, Portfolio Manager
Matthew Anderson, Associate
Kyle A. Smith, Portfolio Manager
Lonsdale is available to investors through a referral agreement with select independent advisors across Canada. These advisors refer their clients to Lonsdale for discretionary portfolio management while maintaining their existing wealth management relationship. The Lonsdale business team is responsible for one-to-one relationship development and ongoing communication to help these advisors and their clients get the most out of the resources available. Meet the business team:
Matt Reynolds, EVP, Referral Network
Jamie Lloyd, Associate & Business Development, Referral Network
A team of operations and finance personnel is responsible for account set up and administration for Lonsdale clients. The team is led by Kelly Baird, Chief Financial and Operating Officer, Newport Private Wealth.