Portfolio Manager
Current
Feb 2020 - Present
AeroLeads people directory · profile
Katia Ivanova, Cfa Email & Phone Number
Portfolio Manager
at
Newport Private Wealth
1 work email found
@newportprivatewealth.ca
3 phones found area 416 and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
Who is Katia Ivanova, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katia Ivanova, Cfa is listed as Portfolio Manager 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, 800, and a matched LinkedIn profile for Katia Ivanova, Cfa.
Katia Ivanova, Cfa previously worked as Senior Portfolio Manager at Foresters Financial / Foresters Asset Management (Formerly Aegon Capital Management) and Investment Advisor, Private Client Group at Bmo Nesbitt Burns. Katia Ivanova, Cfa holds Bachelor Of Business Administration (Honours), Finance, Management Science from York University - Schulich School Of Business.
Company email context
Email format at Newport Private Wealth
This section adds company-level context without repeating Katia Ivanova, Cfa's masked contact details.
*@newportprivatewealth.ca
71% confidence
AeroLeads found 1 current-domain work email signal for Katia Ivanova, Cfa. Compare company email patterns before reaching out.
Profile bio
About Katia Ivanova, Cfa
Experienced financial professional with extensive background in portfolio management, investment research, security analysis and risk assessment for institutional and private client portfolios. Chartered Financial Analyst (CFA) charterholder and registered Portfolio Manager.
Listed skills include Equities, Portfolio Management, Investments, Capital Markets, and 26 others.
Current workplace
Katia Ivanova, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Newport Private Wealth
8 roles
Katia Ivanova, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Responsible for all aspects of portfolio management and investment research with respect to North American equities, including top-down analysis, sector allocation and security selection.
Jan 2013 - Aug 2019
Investment Advisor, Private Client Group
Comprehensive investment counselling, portfolio management and wealth advisory.
Oct 2011 - Dec 2012
Vice President & Senior Investment Analyst, Global Equities
Sceptre Investment Counsel
Responsible for all aspects of the equity investment process with respect to the Global Financials sector, including top-down analysis, fundamental research, portfolio allocation, and stock selection.
Nov 2007 - Oct 2010
Vice President & Research Analyst, Business Income Trusts
Produced detailed research reports, valuation models and investment recommendations based on fundamental analysis of small to mid-cap income trusts.
Jun 2005 - Nov 2007
Underwriting Officer, Specialty Insurance
Performed risk assessment and policy structuring related to D&O, Fiduciary and Employment liabilities. Responsible for management and growth of a large portfolio of corporate accounts.
Jun 2003 - May 2005
Research Analyst, Financial Services
Produced detailed research reports, valuation models and investment recommendations based on fundamental analysis of Canadian financial institutions.
Dec 1998 - May 2003
Investment Banking Analyst
Participated in various transactions related to IPOs, M&A, and equity monetization.
Jul 1998 - Dec 1998
Team & coworkers
Colleagues at Newport Private Wealth
Other employees you can reach at newportprivatewealth.ca. View company contacts for 53 employees →
AW
Andrea Whitehead
Colleague at Newport Private WealthCanada
View →
LS
Laura S.
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
MA
Michelle Ali
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
AT
Andrew Thomson
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
KC
Karen Chan
Colleague at Newport Private WealthGreater Toronto Area, Canada
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DW
Derek Whiston, Cfa
Colleague at Newport Private WealthGreater Toronto Area, Canada
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EA
Emad Amer
Colleague at Newport Private WealthCanada
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NB
Natasha Benko
Colleague at Newport Private WealthGuelph, Ontario, Canada
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BL
Bianca Leventakis
Colleague at Newport Private WealthToronto, Ontario, Canada
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AM
Andrea Muir
Colleague at Newport Private WealthMississauga, Ontario, Canada
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Andrea Whitehead
Colleague at Newport Private WealthCanada
View →
LS
Laura S.
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
MA
Michelle Ali
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
AT
Andrew Thomson
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
KC
Karen Chan
Colleague at Newport Private WealthGreater Toronto Area, Canada
View →
DW
Derek Whiston, Cfa
Colleague at Newport Private WealthGreater Toronto Area, Canada
View →
EA
Emad Amer
Colleague at Newport Private WealthCanada
View →
NB
Natasha Benko
Colleague at Newport Private WealthGuelph, Ontario, Canada
View →
BL
Bianca Leventakis
Colleague at Newport Private WealthToronto, Ontario, Canada
View →
AM
Andrea Muir
Colleague at Newport Private WealthMississauga, Ontario, Canada
View →
1 education record
Katia Ivanova, Cfa education
FAQ
Frequently asked questions about Katia Ivanova, Cfa
Quick answers generated from the profile data available on this page.
What company does Katia Ivanova, Cfa work for?
Katia Ivanova, Cfa works for Newport Private Wealth.
What is Katia Ivanova, Cfa's role at Newport Private Wealth?
Katia Ivanova, Cfa is listed as Portfolio Manager at Newport Private Wealth.
What is Katia Ivanova, Cfa's email address?
AeroLeads has found 1 work email signal at @newportprivatewealth.ca for Katia Ivanova, Cfa at Newport Private Wealth.
What is Katia Ivanova, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 416, 800 for Katia Ivanova, Cfa at Newport Private Wealth.
Where is Katia Ivanova, Cfa based?
Katia Ivanova, Cfa is based in Toronto, Ontario, Canada while working with Newport Private Wealth.
What companies has Katia Ivanova, Cfa worked for?
Katia Ivanova, Cfa has worked for Newport Private Wealth, Foresters Financial / Foresters Asset Management (Formerly Aegon Capital Management), Bmo Nesbitt Burns, Sceptre Investment Counsel, and Rbc Capital Markets.
Who are Katia Ivanova, Cfa's colleagues at Newport Private Wealth?
Katia Ivanova, Cfa's colleagues at Newport Private Wealth include Andrea Whitehead, Laura S., Michelle Ali, Andrew Thomson, and Karen Chan.
How can I contact Katia Ivanova, Cfa?
You can use AeroLeads to view verified contact signals for Katia Ivanova, Cfa at Newport Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Katia Ivanova, Cfa attend?
Katia Ivanova, Cfa holds Bachelor Of Business Administration (Honours), Finance, Management Science from York University - Schulich School Of Business.
What skills is Katia Ivanova, Cfa known for?
Katia Ivanova, Cfa is listed with skills including Equities, Portfolio Management, Investments, Capital Markets, Corporate Finance, Financial Modeling, Research, and Securities.
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