Our Views

  • Toronto, Canada, September 1, 2016 –  Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, has opened an office in Kelowna, British Columbia.  The Kelowna wealth management office is ... Keep Reading >
  • If there is one question that is common to almost all Newport Private Wealth clients it is this: "How much money do I need to retire without any worries I’ll outlive my capital?” Keep Reading >
  • 10/01/2013
    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. Keep Reading >
  • Today’s Globe & Mail High Net Worth section featured Newport Private Wealth in a piece by journalist Paul Brent entitled Don’t let your money spoil the kids. It deals with the issues, desires, opportunities and complications of wealthy baby boomers assisting their offspring ... Keep Reading >
  • 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 ... Keep Reading >
  • You are now generating significant cash flow from your practice and have other decisions to make such as: What to do with the surplus cash? How much to save? How much to spend? What’s the best way to turn surplus cash flow into wealth? Keep Reading >
  • A practical guide to conscious choices that will shape your family’s relationship with mon Keep Reading >
  • How to defend against the potentially biggest threat to your wealth. Keep Reading >