Stop Riding the Investment Rollercoaster : A Seminar

Description

In this presentation we will discuss: Firm Overview Investment Platform Overview Client Experience Join us for a discretionary portfolio management solution to common challenges faced by investors from Newport Private Wealth, one of Canada’s largest independent wealth management firms for high-net-worth clients. Created for investors with $200,000-$1 million who want to earn more consistent returns, Lonsdale has access to Newport’s investment process, investment vehicles and specialized money managers typically reserved for the wealthy. Featuring: Jordan Schwann, CFA Lonsdale Portfolio's by Newport Private Wealth