Our Views

  • The federal government announced last week that it will table its budget on March 22nd – putting an end to the guessing game. Speculation remains rampant about possible changes to capital gains taxation. Rumours are circulating that the federal government may increase the capital gains ... Keep Reading >
  • It’s a real-life Hollywood success story.  Snap, the L.A.-based parent company of the popular Snapchat app, is going public with an IPO set for later this week. With the company’s value estimated at around $20 billion, many employees will become  millionaires — its founders ... Keep Reading >
  • 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 >
  • To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs. Keep Reading >
  • A freak mid-November snow storm didn’t stop some twenty-five young adults from participating in Newport Private Wealth’s popular educational and networking forum, NextWave. Keep Reading >
  •   There comes a point when adult children should be asking certain questions of their parents to ensure that their financial affairs are in order. As parents age, achieving financial independence for retirement is a primary objective and effective planning should start well ahead of time. ... Keep Reading >
  • We recently held the spring session of our popular NextWave program, an educational and networking based initiative that helps the next generation of our client families become more informed, confident and financially independent. On an evening in May, a group of young adults in their 20s and ... Keep Reading >
  • We 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 ... 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 >