Managing Director, Chief Wealth Management Officer
CurrentCo-founded Newport Private Wealth as Canada's premier wealth management firm serving successful entrepreneurs and other high net worth Canadian families.
Jan 2001 - Present
AeroLeads people directory · profile
David Lloyd, Email & Phone Number
Managing Director, Chief Wealth Management Officer
at
Newport Private Wealth
1 work email found
@newportprivatewealth.ca
2 phones found area 416
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Chief Wealth Management Officer
Location
Toronto, Ontario, Canada
Company size
Who is David Lloyd,? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Lloyd, is listed as Managing Director, Chief Wealth Management Officer at Newport Private Wealth, a with 53 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at newportprivatewealth.ca, phone signal with area code 416, and a matched LinkedIn profile for David Lloyd,.
David Lloyd, previously worked as Vice President at Merchant Private Trust and Partner at Percor Financial Consultants. David Lloyd, holds Ba And Ca, Economics from The University Of Western Ontario.
Company email context
Email format at Newport Private Wealth
This section adds company-level context without repeating David Lloyd,'s masked contact details.
{first_initial}{last}@newportprivatewealth.ca
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AeroLeads found 1 current-domain work email signal for David Lloyd,. Compare company email patterns before reaching out.
Profile bio
About David Lloyd,
Helping people manage their wealth begins with a genuine interest in their well being. It's about empathy, understanding and adding value. Without these, the best technical skills are irrelevant.Specialties: Serving the wealth management needs of entrepreneurs and other high net worth Canadians including investment counsel, tax, financial, retirement, and estate planning
Listed skills include Wealth Management, Retirement Planning, Investments, Strategic Financial Planning, and 12 others.
Current workplace
David Lloyd,'s current company
Company context helps verify the profile and gives searchers a useful next step.
Newport Private Wealth
4 roles · 47 years
David Lloyd, work experience
A career timeline built from the work history available for this profile.
Vice President
Merchant Private Trust
Providing tax, financial planning and investment management to high net worth Canadians. Successor company (Connor Clark Private Trust) sold to RBC in 1999.
Sep 1991 - Mar 1999
Partner
Percor Financial Consultants
One of Canada leading fee-for-service financial planning firms providing tax, estate and retirement planning for high-net worth Canadian families
1986 - 1991
~5 yrs
Manager
Clarkson Gordon
After obtaining my CA designation, I specialized in personal tax 1983 and began my career counselling wealthy Canadians in many areas of personal finance
1980 - 1986
~6 yrs
Team & coworkers
Colleagues at Newport Private Wealth
Other employees you can reach at newportprivatewealth.ca. View company contacts for 53 employees →
DE
Daniel E. Girard
Colleague at Newport Private WealthWaterloo, Ontario, Canada
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AM
Alex Meffe
Colleague at Newport Private WealthToronto, Ontario, Canada
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DL
Diana Li
Colleague at Newport Private WealthOntario, Canada
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JS
Jordan Schwann, Cfa
Colleague at Newport Private WealthToronto, Ontario, Canada
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EA
Emad Amer
Colleague at Newport Private WealthCanada
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LJ
Laura Jacobs
Colleague at Newport Private WealthGreater Calgary Metropolitan Area, Canada
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RA
Reilly Amos
Colleague at Newport Private WealthToronto, Ontario, Canada
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JY
Jacky Yu
Colleague at Newport Private WealthMississauga, Ontario, Canada
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AB
Amelie Beauregard, Cim®, Mba
Colleague at Newport Private WealthToronto, Ontario, Canada
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JM
Jamie Macnicol, Cim®
Colleague at Newport Private WealthToronto, Ontario, Canada
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Daniel E. Girard
Colleague at Newport Private WealthWaterloo, Ontario, Canada
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AM
Alex Meffe
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
DL
Diana Li
Colleague at Newport Private WealthOntario, Canada
View →
JS
Jordan Schwann, Cfa
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
EA
Emad Amer
Colleague at Newport Private WealthCanada
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LJ
Laura Jacobs
Colleague at Newport Private WealthGreater Calgary Metropolitan Area, Canada
View →
RA
Reilly Amos
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
JY
Jacky Yu
Colleague at Newport Private WealthMississauga, Ontario, Canada
View →
AB
Amelie Beauregard, Cim®, Mba
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
JM
Jamie Macnicol, Cim®
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
2 education records
David Lloyd, education
Ba And Ca, Economics
Education record
Etobicoke Collegiate Institute
FAQ
Frequently asked questions about David Lloyd,
Quick answers generated from the profile data available on this page.
What company does David Lloyd, work for?
David Lloyd, works for Newport Private Wealth.
What is David Lloyd,'s role at Newport Private Wealth?
David Lloyd, is listed as Managing Director, Chief Wealth Management Officer at Newport Private Wealth.
What is David Lloyd,'s email address?
AeroLeads has found 1 work email signal at @newportprivatewealth.ca for David Lloyd, at Newport Private Wealth.
What is David Lloyd,'s phone number?
AeroLeads has found 2 phone signal(s) with area code 416 for David Lloyd, at Newport Private Wealth.
Where is David Lloyd, based?
David Lloyd, is based in Toronto, Ontario, Canada while working with Newport Private Wealth.
What companies has David Lloyd, worked for?
David Lloyd, has worked for Newport Private Wealth, Merchant Private Trust, Percor Financial Consultants, and Clarkson Gordon.
Who are David Lloyd,'s colleagues at Newport Private Wealth?
David Lloyd,'s colleagues at Newport Private Wealth include Daniel E. Girard, Alex Meffe, Diana Li, Jordan Schwann, Cfa, and Emad Amer.
How can I contact David Lloyd,?
You can use AeroLeads to view verified contact signals for David Lloyd, at Newport Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did David Lloyd, attend?
David Lloyd, holds Ba And Ca, Economics from The University Of Western Ontario.
What skills is David Lloyd, known for?
David Lloyd, is listed with skills including Wealth Management, Retirement Planning, Investments, Strategic Financial Planning, Estate Planning, High Net Worth Individuals, Financial Planning, and Wealth.
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