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 provides personalized investment management, financial planning, wealth management, and fiduciary consulting to individuals, trusts, estates, charitable organizations, and business clients, including retirement plan sponsors. As of December 31, 2025 the firm reported about $782.7 million in assets under management across 859 clients and operates with a team of 10 advisers. The firm’s investment process begins with a macro analysis of global markets, politics, and economies to develop themes that are translated into allocations using both fundamental and technical analysis and partner research. Portfolios may combine traditional equities and fixed income with alternative investments, managed futures, and options, and the firm manages the majority of assets on a discretionary basis (approximately $729 million). Distinctive features include a recent minority ownership transfer to four executive vice presidents in 2024 and a wealth-management offering that combines planning and portfolio management for accounts of $500,000 or more at no additional charge. The firm also provides fiduciary consulting to plan sponsors (feeed on a percentage or flat basis), maintains advisers who are licensed insurance agents, and does not vote client proxies directly—serving instead in a consultative role and contracting ISS for class-action claims 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.