We’re delighted to welcome the team at Mental Health Research Canada (MHRC) as guest contributors to our blog for a thoughtful, two-part series on an issue that touches all of us: mental health. While May is officially Mental Health Awareness Month, we’ve deliberately chosen to publish this series at the end of the month to emphasize a simple but important truth: mental health matters year-round. Awareness shouldn’t be confin

The last three months provided three years’ worth of news, and judging by early April, it looks like this pace will continue. Tariff policy and the impacts on the global economy and financial markets have been shifting rapidly, sometimes on a weekly or even daily basis. Given the current speed of information, this note could be stale before you even have a chance to hear it. We apologize for that in advance. We realize that a less predictable world can feel stressfu

In this fourth quarter review, Newport’s Chief Investment Officer, Mark Kinney examines the key market forces that shaped the final months of 2024 and what they mean for the year ahead. Amidst continued volatility, all Newport mandates

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this instalment, we talk to Angelica Magsisi, Designer and Marketing Coordinator based in our Toronto office. With a background in fine arts and design—earn

A healthy economy, declining interest rates, easing inflation, and strong corporate earnings powered major U.S. indices higher in the fourth quarter of 2024. Canadian equity markets also delivered impressive returns, driven by a robust energy sector

It’s a fresh, new year: the perfect time to plan ahead and identify those financial “to-dos” that form the foundation for a sound financial strategy for the year ahead.

The holiday season reminds us of the joy and generosity that define this special time of year. It’s a moment to reflect on the impact of giving and how even the smallest acts of kindness can transform lives. As we celebrate the spirit of the season, we are proud to spotlight an incredible milestone: TRIP Canada’s 20th year building hope and homes in Sri Lanka. In the wake of the devastating 2004 tsunami in Southeast Asia, TRIP Canada and its fou

With the U.S. presidential election just one week away and dominating headlines, it’s natural to feel uncertainty about what lies ahead. However, it’s important to focus on the bigger picture. History shows that while elections can cause

An occasional blog series that introduces you to our Newport Private Wealth team members Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this instalment, we highlight Russ Hafer, Client Relationship Manager, who is based in our Calgary, Alberta office. Following a career that started in banking and led to owning an insurance and investment advisory firm, Russ joined Newport in 2022. The transition to

In this post we highlight Natalie Walker, Portfolio Administrator (PA), who was employee number 32 in Newport’s early days, and has been with the organization for 18 years.

We’ve tapped into the diverse interests of our Newport team to see what’s topping their reading lists this summer. From enthralling fiction and personal development to future trendspotting, travelogues and brushing up your golf game, there’s somethin

For many families, summer’s first long weekend marks the official kick-off of “cottage” season. And whether you call it a cottage, cabin or chalet, these sanctuaries provide a perfect escape from the hustle and bustle of daily life, offering a

This International Women’s Day, Newport had the opportunity to talk with Janet McKelvey, Co-Founder of TRIP Canada. Since 2005—and approaching the 20th anniversary of the tsunami on Boxing Day 2024

As we celebrate International Women’s Day (IWD), the story of Janet McKelvey and TRIP Canada emerges as an emblem of hope and the power of one individual to instigate monumental change. McKelvey first travelled to Sri Lanka to provide short-term aid in response to the Boxing Day tsunami in 2004, which left 110,000 Sri Lankans homeless, 35,000 dead or missing, and 250,000 with no means of support. After that first trip, McKelvey an

An occasional blog series that introduces you to our Newport Private Wealth team members Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. Today, we’re highlighting Evgeniya Pollock, Vice President, Wealth Planning Group, who joined Newport in January 2023. After almost seven years at Edward Jones, and five years running her own CPA consultancy, we talked to Evgeniya about coming to Canada from Kyrgyzstan

As we step into the New Year, many of us are setting intentions to improve our personal and professional lives, alongside our health and well-being. But an area that often gets overlooked is managing our wealth. We asked our team of seasoned portfolio managers to offer their perspectives on what you should be thinking about as you map out your financial future. Their professional insights and personal resolutions may inspire you to take stock of your

It’s the goal of every investor to ensure they have the best possible investment strategies tailored to their financial goals. But navigating the complex world of investments can be daunting. Newport works with clients to identify opportunities that offer superior benefits. In this blog post, we shed light on one such opportunity—the advantages of investing in fixed income assets (bonds) compared to Guaranteed Investment Certificates (GICs). We explo

Planes, trains and automobiles…when we’re not outside enjoying the summer weather, chances are we’ll be hitting the road to escape to the cottage or further afield. To make the time fly by, more and more people are tuning into podcasts, and the Newport team is no exception. Here’s a sampling of 11 to consider in our Summer Podcast List. Filled with picks that range from humorous to informative, thought provoking, inspirational, with plenty of sports,

In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services sector, what brought the Calgary native to Toronto and Newport after a stint in Australia, and how the work he’s doing on Newport’s Technology Committee is ke

As we celebrate International Women’s Day 2023, it seems fitting to reflect on how the face of women and wealth is changing – and what remains the same. First, the good news. A recent McKinsey report indicates that “an unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing $30 trillion…by the end of the decade.” That same shift is happening in Canada too. There will be much more

Family Day, observed in many provinces across Canada, gives Canadians an opportunity to come together with loved ones and revel in together time. It may also be a time to think about something that’s especially meaningful—the future of your family’s financial legacy and wealth. According to a recent report from global investment firm, UBS Global, “over the next 20 years, the world will experience the greatest transfer of wealth in history w

Toronto, Canada, June 28, 2022 – Newport Private Wealth, one of Canada’s largest wealth management firms serving high-net-worth individuals and families, is pleased to announce that it has opened a location in Waterloo, Ontario to better serve clients in the area. Leading the Waterloo client service team is Daniel Girard, who brings more than 25 years of comprehensive wealth management experience to Newport. Girard is joined at Newport by&n

As we celebrate International Women’s Day, this year’s theme – Women Inspiring Women – brings to mind a visionary entrepreneur who’s been on a quest to help female innovators thrive. Meet SheEO Founder and CEO Vicki Saunders. Saunders is a passionate

Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms, serves Canadian high-net-worth individuals and families from coast to coast with a substantial roster of clientele hailing from Western Canada

An occasional blog series that introduces you to our Newport Private Wealth team members In this occasional blog series, we take you behind the scenes to meet members of the Newport Private Wealth team, who work with our clients and Portfolio Managers (PMs) to provide that special Newport touch. This time around, we’re highlighting Jennifer Armstrong, Portfolio Administrator, who joined the Newport team in 2010. We chatted with Jenny to find out more

When it comes to planning for elder care, financial considerations are only part of the picture. The journey to planning for a seamless retirement that may include health issues can be fraught with emotions. In this two-part blog series, Newport connected with our network of experts and some of our clients to understand the complex issues that need to be considered when making elder care choices. Their sage advice can help you today as you plan for a

What to consider for your elderly loved one It may be the toll the pandemic has taken on our seniors, or perhaps it’s the demographic of our client base, but many clients are currently struggling with the challenges of providing support for aging parents. Making decisions around seniors’ housing and care can have significant health, financial, relationship and emotional consequences. Too often, these decisions are made under pressure – the result of

Ease your way to cottaging with these recommendations from the Newport team Warmer weather, longer days and Victoria Day weekend all signal the official start of summer “cottaging” in Canada. And whether you call it a cottage, a cabin, camp, the chalet, or the lake – one thing is certain – we’re hitting the road in droves to get away with family and friends to enjoy every moment of the fleeting summer. Chances are you’re not only “cottaging” – you’re

An occasional blog series that introduces you to our Newport Private Wealth team members In this new blog series, we take you behind the scenes to meet some of the Newport Private Wealth team who do an extraordinary job in making things run smoothly. First up: Michelle Ali, Operations Accountant, who joined Newport in 2015 and is responsible for the relationship between Newport and our fund administrator, financial statements, distributions and tax c

Maureen Farrow doesn’t need to be reminded of women’s struggle for professional equality. The globally-renowned independent economist and president of Economap Inc., has been challenging (and overcoming) gender bias and stereotypes since the start of her 50-year career. Farrow—who for many years has provided independent economic data and perspective to the Newport Investment Committee — has built a vast network of contacts within the world’s leading

Receiving an inheritance can be an emotional, life-changing experience that presents both new opportunities and challenges. Many people who inherit large sums feel a deep sense of responsibility to protect and properly manage the money—and do right by the loved ones who earned it. “I watched my parents work night and day to grow their wealth,” says a Newport client who inherited a large estate. “I was determined to protect it.” This two-part blog ser

Divorce can be complex, especially with significant wealth. Learn key steps to protect your financial, legal, and emotional well-being during this transition.

In the second half of our interview with renowned economist Maureen Farrow, we discuss the topic of women’s financial empowerment. This year’s International Women’s Day theme is #ChooseToChallenge, a call to women the world over to confront and overcome gender bias in all walks of life. As Farrow points out, one of the keys to breaking down gender barriers and promoting women’s financial independence is ensuring they have the education and

You have a substantial asset base, varied sources of income and multiple financial structures – which means you also have greater complexity in your life. It probably didn’t happen overnight. The complexity may have crept up on you as your income and wealth have grown. This is a nice problem to have, but when you no longer have the time to give the needed attention to your financial affairs, well…as one client put it, “Inaction has a cost.” Below are

If there was a time for high-net worth Canadians to reflect, take stock of their wealth and tick key items off their year-end financial checklist, this would be it. Adapting your financial strategy—taking into account the developments of the past year—is as important as ever, despite the social distancing measures in place that may make consulting with your advisors more challenging. Use our year-end checklist to help mitigate your tax burden, better

As a self-described workaholic, “Rick”—a Newport client—had no intention of departing his successful retail business and making the transition into retirement. Quite the opposite, in fact. “I worked all the time and didn’t have any hobbies,” he recalls. “I loved what I did and thought that I’d work well into my 70s.” Many high net-worth Canadians—including both entrepreneurs and senior business leaders—find themselves in a similar position. Their wor

With the dog days of summer upon us, you may be looking to indulge in some quality down time of summer reading at the beach or cottage. Here is a diverse mix of recent favourite reads from members of the Newport team. Strangers in Paradise: How Families Adapt to Wealth Across Generations by James Grubman Ph.D. For anyone new to wealth or grappling with complicated family relationships around wealth,

It is, as they say, a nice problem to have: You have been successful at making money. You/your advisors are competent at managing money. And now you want to give some of it away through a pro-active charitable giving strategy. But knowing how to give money away effectively feels daunting. Especially if you are relatively new to the sector or if the dollars you’re dealing with now are much larger than what you’ve given in the past. As one cli

Retail investors should understand the risks and opportunities of investing in alternatives. Once upon a time, alternative investments (e.g. private real estate, private debt, private equity, infrastructure, etc.) were the exclusive domain of pension funds, billionaires and sophisticated investors. After all, it takes size, scale and specialized expertise to access this unique breed of opportunities – something we’ve worked hard to successfully cultiv

Looking to indulge in some quality downtime with summer reading at the beach or cottage? Here is a list of recent favourite reads from the Newport team. There’s something for everyone – a diversified mix of history, politics, business, sports, comics and behavioural finance. Last Hope Island by Lynn Olson When the Nazi Blitzkrieg subjugated Europe in World War II, London became the safe haven