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  • Kevin Dean


    As a portfolio manager at Newport Private Wealth, Kevin Dean focuses on analytic support to the managing directors of Newport Private Wealth. Kevin started with the company in 2011 and is a member of Newport Private Wealth’s Investment Committee, which provides the investment strategy, asset mix and execution for the firm’s clients.

    Prior to joining Newport Private Wealth, Kevin was a lecturer at the University of Western Ontario, teaching Business 2257, a second-year managerial & financial accounting course; the only pre-requisite for admission into the HBA program at the Richard Ivey School of Business.

    Kevin holds an Honours Business Administration degree, with distinction, from The Richard Ivey School of Business at the University of Western Ontario and is a CFA® charterholder.

    Kevin can be reached by email at kdean@newportprivatewealth.ca.

    Engaging the next generation

    At the end of November we held our launch event for NextWave, Newport Private Wealth’s initiative for young adults to help them become better equipped at managing wealth.

    We had a tremendous turnout with over 40 young adults in attendance for an evening of networking and a brief introduction to the concept of NextWave, as well as introductory topics that will lead into our future events. Feedback from attendees was enthusiastic: “These are exactly the kinds of questions I have but I don’t know who to talk to” and “I was so happy that I actually understood what you were talking about because I feel totally underprepared when it comes to financials”.

    The feedback confirmed our belief that there is a strong desire to learn. Young adults want to take more responsibility, but with little in hard financial assets early in their careers they feel like they don’t have access to qualified individuals to discuss their concerns. [read more >>]

    Is the next generation ready to fund retirement?

    succession 5April Is the next generation ready to fund retirement?Last week’s federal budget included the much anticipated changes to the Old Age Security (OAS) pension. But not nearly as soon as some thought.

    With changes being phased in over six years beginning in 2023, the reality is that the majority of Canada’s baby boomer population will be unaffected by the changes. Currently, at over $6,000 per year with a claw back feature reducing the amount received based on income, the reality is that for most of our clients OAS is an afterthought in their retirement planning.

    But what this change does signify is a continuation of two societal trends that have been going on for decades. [read more >>]

    Tourmaline Oil hit 2012 production target

    TOU Overview 2012 Kdean Tourmaline Oil hit 2012 production targetFor those who are regular readers of our blog, the name Tourmaline Oil Corp. should be well known. We participated in Tourmaline’s initial capital raise in 2008 and continued to invest through IPO in November 2010 (see our earlier blog posts). Tourmaline is our single largest holding in the Newport Canadian Equity Fund today.

    Tourmaline released their corporate overview presentation last week and it shows a continued path of impressive growth in production levels. Already this year, in the last week of January, Tourmaline achieved its 2012 average daily production target — well ahead of schedule.

    [read more >>]