A complete list of active advisors currently associated with Old Port Advisors

Warmer can help you find a great advisor at Old Port Advisors or one who fits your needs even better.

Old Port Advisors serves individuals, trusts, estates, charitable organizations and business clients, and also provides fiduciary consulting to retirement plan sponsors. The firm manages roughly $782–783 million for about 800 clients through an 11-advisor team and offers investment management, financial planning, and combined wealth-management services. The firm’s investment process is macro-driven: it develops top‑down themes informed by global economic and political trends, then applies market/sector analysis together with bottom‑up fundamental and technical research to construct global, balanced, value‑oriented portfolios. Most assets are managed on a discretionary basis and portfolio work is typically paired with ongoing financial‑planning conversations and periodic client reviews to tailor strategies. Compared with many peers, Old Port emphasizes a fee‑only model and discloses it does not accept compensation for insurance sales, while noting it may receive referral fees when directing clients to a specific third‑party manager in certain circumstances. The firm also highlights recent internal ownership transition to multiple senior executives, provides fiduciary consulting for retirement plans, and delegates proxy voting to clients while engaging a third party for class‑action claim processing.

To learn more about the advisors currently working at Old Port Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.