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  • While we have been educating clients about Individual Pension Plans (IPP) for over ten years, recently, IPPs have been getting a lot of media attention, thanks to the changes to passive income rules for holding companies and professional corporations. What’s all the fuss about? An IPP is an ... Keep Reading >
  • 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. ... Keep Reading >
  • So you’re hiring a new money manager. You have a host of questions to ask. (See our earlier blog post for a list of questions.) You’ll no doubt want to enquire about the manager’s investment performance and fees. But will you know how to interpret the answers? How do you assess what the numbers ... Keep Reading >
  • With Labour Day approaching, we got thinking about the role of work and why we work, prompted by some research that concludes a surprising number of very wealthy people are choosing to work rather than retire. A Spectrem Group survey of U.S. investors with a net worth of $25 million or more ... Keep Reading >
  • 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 ... Keep Reading >
  • In recent months, we’ve had numerous enquiries from individuals who are retiring or leaving their employment and wondering if they should keep or commute their defined benefit corporate pension plan. In this post, we’ll outline what it means to commute a pension and describe a real-life client ... Keep Reading >
  • In case you missed it…here’s a sum-up of Newport’s investment strategy at mid-year and beyond. Narrated by Chief Investment Officer, Mark Kinney, this presentation provides an overview of what the Newport Investment Committee is doing in various asset classes and why, and how our team’s active ... Keep Reading >
  • 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 ... Keep Reading >
  • Sometimes clients ask us, “Am I considered wealthy?” While “wealth” is a highly subjective and relative term, involving many more factors than financial assets, a high-net-worth investor is defined as someone who has more than $1 million of financial assets (i.e. excluding real estate, private ... Keep Reading >
  • “Most people have no idea of the risk they are taking in their bond portfolio.” That was the view of Richard Usher-Jones of Canso Investment Counsel, independent specialist manager for Newport’s bond portfolios, when he met with our Investment Committee this week. There are a couple reasons why ... Keep Reading >