Our Views

  • Financial Planning Checklist – 2016

    by Kelly Willis - 01/07/2016

    To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs.

  • Protecting your portfolio against currency changes

    by Kelly Willis - 03/12/2015

    In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?”

  • Retirement Planning for the High-Net-Worth Investor

    by Kelly Willis - 02/18/2015

    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?”

  • Millennials and money: are they ready for the responsibility of wealth?

    by Caitlin Chapman - 12/03/2014

    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.

  • Manage RRIF rules carefully – or you could run out of money

    by Jansen Shrubb - 07/08/2014

    Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier.

  • How to protect your investments from a market downturn

    by Stephen Hafner - 06/25/2014

    At our investment meeting this week, one of my colleagues shared the news that he had received a call late the night before from a prospective client confirming his decision to hire us to manage his portfolio. While that itself is not news we’re thankful to say, what was interesting was the voice mail message […]

  • How to talk to aging parents about their financial affairs

    by David Lloyd - 06/18/2014

    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. Similarly, planning for the smooth succession of assets on death […]

  • A Young Adult’s Guide to Smart Spending

    by Caitlin Chapman - 06/11/2014

    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 30s gathered in our boardroom to discuss ‘how […]

  • Risk management is a hard sell!

    by Stephen Hafner - 01/29/2014

    Equity mutual funds are getting a late Christmas gift this month: they are finally able to drop return data from 2008 from the calculation of their five-year performance numbers. Why is that important? In 2008, global equity markets fell between 30-54% (as if we need reminding!). Given that mutual funds generally report one, three, five […]

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  • NextWave – A Young Adult’s Guide to Investing

    by Caitlin Chapman - 12/04/2013

    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 management habits and ultimately gain the […]