David T. Lloyd, CA
David Lloyd is a founding partner and Managing Director of Newport Partners. He focuses on providing individuals and families with investment and wealth management services. David has built a thriving wealth management practice over more than 25 years serving many of Canada’s leading entrepreneurs. He serves on Newport Partners’ Investment Committee developing strategy and overseeing external money managers.
Prior to starting Newport in 2001, David co-founded Merchant Private Trust in 1991 growing it from a vision of Canada’s first exclusive private banking firm through to its successful sale to RBC in 1999.
As a Chartered Accountant (1983, Clarkson Gordon), David has specialized in all areas of financial planning throughout his career, particularly saving and deferring tax for clients.
David is a member of the Canadian Tax Foundation and has appeared on numerous radio and television business programs discussing insights into managing wealth and financial issues unique to entrepreneurs. He is also on the Board of Directors of several of Newport Partners’ private investments.
Email:dl@newportpartners.ca
