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  • Caitlin Chapman

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    As an associate of Newport Private Wealth, Caitlin Chapman focuses on helping women and also a younger demographic, including adult children of wealthy families, with investment and wealth management services. She also participates in Newport Private Wealth’s Investment Committee, which determines the asset mix and investment strategy for the firm’s clients.

    Prior to joining Newport Private Wealth, Caitlin’s interests in helping women led her to conduct her own research to better understand their unique financial issues and concerns. She interviewed dozens of wealthy women who shared their stories and past financial experiences.

    Caitlin graduated with Honours Bachelor of Commerce degree from the University of Guelph, specializing in Marketing Management and Consumer Studies. She is currently enrolled in the Chartered Financial Analyst program as a Level III candidate.

    Caitlin can be reached by email at cchapman@newportprivatewealth.ca.



    NextWave – A Young Adult’s Guide to Investing

    Finances101 NextWave 150x136 NextWave   A Young Adults Guide to InvestingWe hosted our 3rd NextWave event last week in our King West offices where over 30 young adults gathered to learn about and discuss financial issues specifically relevant to the younger age demographic. This NextWave event is part of a larger program to help young adults develop healthy money management habits and ultimately gain the experience needed to steward wealth responsibly.

    [read more >>]

    Baby checklist

    BabyChecklist 150x150 Baby checklistI’m not sure if it is my age, gender or maybe it’s just my network but it seems like everywhere I turn babies are a topic of discussion. Many new parents are eager to share itty-bitty details about parenthood but less inclined to discuss how their new little addition has impacted their financial lives.

    As part of our NextWave program of financial education for young adults in their 20s and 30s, we have put together a checklist outlining some important financial elements that parents, or even grandparents, may wish to consider. We hope that this guide will help simplify the financial process, allowing parents to focus on the day-to-day duties of caring for their new baby.

    Baby Steps to Financial Peace of Mind: A New Parents’ Guide can be downloaded from our website by clicking this link.

    Newport Private Wealth’s NextWave program is designed to help young adults navigate financial issues faced throughout their 20s and 30s.

    Our second NextWave event a success!

    iStock 000003567788 blog 150x150 Our second NextWave event a success! Recently we held the second event in our NextWave series, an educational and networking forum designed for adult children of affluent families. Our goal is to provide information on financial matters and help them to better manage their wealth – all in a fun, informal atmosphere. Despite battling beautiful patio weather and game one of the Toronto Maple Leafs vs. Boston Bruins playoff series, the event attracted a full house of young adults keen to discuss renting vs. buying a home.

    What’s the right move for you? [read more >>]

    Filling the knowledge gap for the young affluent

    NextWAVE 28Nov2012 thumb 150x150 Filling the knowledge gap for the young affluentWealthy baby boomers are retiring and the ‘Great Transfer’ of wealth is well underway. Yet, according to the 2012 U.S. Trust Insights on Wealth and Worth Survey, more than two-thirds of parents believe their children are not adequately prepared to handle wealth. This is not surprising because managing wealth isn’t generally taught by our education system and is often not discussed within the family.

    It is common for young adults of affluent families to start receiving money in their twenties as beneficiaries of estates and trusts and many are ill equipped to make sound financial decisions with the capital. Conversely, adult children of wealthy families may have misconceptions regarding entitlement to family wealth and/or the relationship any wealth transfer might have on their planned lifestyle.

    NextWave is Newport Private Wealth’s initiative to fill the knowledge gap for young adults to become better equipped at managing wealth through a series of discussions tailored specifically to this demographic and present these topics in a way that resonates with these young adults.  The following are concerns among young people that will be discussed in NextWave’s series of upcoming financial workshops. [read more >>]