Our Views

  • We Remain Open for Business It remains business as usual at Newport Private Wealth, though not business as normal! We implemented our Business Continuity Plan with most of our staff now working remotely. Under the province of Ontario’s Guidelines for Essential Services Designations released ... Keep Reading >
  • We continue to provide brief updates on the COVID-19 outbreak, the impact on financial markets and our response. Market Volatility Europe is now the epicenter of the COVID-19 virus. North American businesses, institutions and governments are taking decisive action to encourage “social ... Keep Reading >
  • The Newport wealth management group expanded again today with the addition of Yasmeen Seddiq, a Chartered Investment Manager who brings more than a decade of international and domestic investment and financial planning experience with major financial institutions. Yasmeen joins Newport as a ... Keep Reading >
  • How do you find the best financial advisor for your needs? There is no shortage of willing providers. According to data from Strategic Insight, there are 4,700 financial advisors providing discretionary money management services in Canada. One company, California-based AdvisoryHQ News Corp., ... Keep Reading >
  • Our Investment Committee recently met with Tye Bousada of EdgePoint Wealth Management Inc., one of the three specialist money managers retained for the Newport Global Equity Fund. EdgePoint has performed well over the nine years since we invested with the firm. While they are pleased with that, ... 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 >
  • 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 >