Mark Aloysius
Portfolio Manager-Equities at Newport Private Wealth, Inc.
Profile
Mr. Mark P.
Aloysius, CFA, is an Associate Portfolio Manager at Newport Private Wealth, Inc.
Mr. Aloysius started his career in a self-directed brokerage call centre for one of the big banks, where his role was to help with trade execution and navigating the platform.
He continued his progress in the industry, most notably with Scotia Wealth Management and RBC Dominion Securities.
Prior to joining Newport, Mr. Aloysius worked at a prominent family office in Toronto, where he learned the benefits of a financial-planning first mentality.
He received an undergraduate degree from York University.
Mark Aloysius active positions
| Companies | Position | Start |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Portfolio Manager-Equities | 01/03/2023 |
Former positions of Mark Aloysius
| Companies | Position | End |
|---|---|---|
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Analyst-Equity | 01/03/2023 |
ScotiaMcLeod, Inc. (Investment Management)
 ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Corporate Officer/Principal | 01/05/2019 |
Training of Mark Aloysius
| York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Finance |
Tacita Capital, Inc.
Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Finance |
ScotiaMcLeod, Inc. (Investment Management)
ScotiaMcLeod, Inc. (Investment Management) Investment ManagersFinance ScotiaMcLeod, Inc. (Investment Management) (ScotiaMcLeod-IM) is the investment management division of ScotiaMcLeod, Inc., a broker/dealer headquartered in Vancouver, Canada. The firm is a subsidiary of The Bank of Nova Scotia (NYSE, TSE: BNS). ScotiaMcLeod-IM provides investment management services to private individuals and institutional clients. | Finance |
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