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  • For most of Canada, this past winter has been colder and snowier than average. Fortunately, with longer daylight hours, spring is finally approaching. In Toronto this week, Canada Blooms, the country’s largest garden and flower festival, is running and naturally our thoughts turn to gardening. ... Keep Reading >
  • Today is International Women’s Day and the campaign theme for 2019 is #BalanceforBetter, a slogan that calls for a more gender-balanced world, including greater gender balance in income and wealth. Although the gender gap in personal income has narrowed in Canada over the past several decades – ... Keep Reading >
  • Over the past six months, we’ve seen textbook cases of both. Remember the fourth quarter of 2018: after a prolonged period of relative calm, global stock markets turned sharply negative, with the S&P/TSX Composite Index falling 10.89% and the S&P 500 Index down 13.97%. Equity market ... Keep Reading >
  • Family Day is always a time of reflection for me. It was eight years ago around this time of year that I lost my husband, far too early. It was a devastating time, both emotionally and also practically, as I dealt with the implications of his death on my financial future. I wrote about that... ... Keep Reading >
  • The new year is a time when many people take a fresh approach to organizing their personal finances. It may be that you want to change some of the ways you’ve been doing things, or simply make sure you stay current with the practices you already have in place. To help you plan for 2019,...
  • Over the holidays, a Globe and Mail article written by Rob Carrick entitled, investing lessons for 2019 and beyond from the country’s biggest pension plan, caught our eye. We thought to share some of the highlights – sound principles for investment success regardless of the portfolio ... Keep Reading >
  • 1. Consider tax loss selling In a year when capital markets struggled, you may want to realize any losses in the current year, giving you the ability to offset realized capital gains in the current year and going back three years. Given market performance was stronger in 2015 and 2016, you may ... Keep Reading >
  • Fall colours, turkey dinners, family gatherings, a statutory holiday … are these your images of Thanksgiving weekend? I was reminded of the roots of Thanksgiving this week – causing me to pause for a time and reflect on the purity of the tradition and all that we can be grateful for. The ... Keep Reading >
  • At a recent dinner party, there was a lot of chatter about what seems to be an explosion of newly-created wealth in Toronto with folks asking, “Where is it all coming from?” – especially given the pressures on traditional sources of wealth-creation such as manufacturing, mining and financial ... Keep Reading >
  • One of Newport’s guiding principles of wealth management is to share best practices with our clients. Charitable giving is important to many of our clients, some whom have undertaken amazing charitable projects over the years. Some give directly to charities and others have established private ... Keep Reading >