Caitlin Chapman
Portfolio Manager at Newport Private Wealth
Based in Toronto, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
99
Contact information
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c•••••••@newportprivatewealth.ca
Phone
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Background
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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