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  • Travelling to a sun destination this winter is more complicated thanks to COVID-19. But it is possible for snowbirds and vacationers alike to get away—even if it means navigating a few challenges to reach that warm-weather destination. From commercial airlines to private travel, there is a ... Keep Reading >
  • The coronavirus pandemic has thrown a wrench into many Canadians’ winter travel plans. Border closings, travel restrictions, quarantine rules, ever-changing flight schedules, rising coronavirus cases, and “hot spots” around the world are all factors to navigate. Not to mention one’s own comfort ... Keep Reading >
  • In this Third Quarter Investment Update, Newport Chief Investment Officer, Mark Kinney talks about the three macro themes shaping our investment strategy and asset mix right now – and where we’re still finding pockets of value. If your portfolio needs some fresh thinking, please feel free ... Keep Reading >
  • This weekend, as families gather for a socially-distanced (even virtual?) Thanksgiving dinner, the things we once took for granted, we now take with gratitude. Some of our client families use this traditional weekend celebration to discuss their charitable giving plans – putting gratitude into ... Keep Reading >
  • The coronavirus pandemic has prompted a great deal of reflection among Canadian pre- and post-retirees on many things, including estate planning. With a little more time on your hands, now may be the ideal time to ‘stress test’ your estate plan to make sure its many components reflect your ... Keep Reading >
  • For high net-worth retirees, the risk of depleting their capital in their living years is sometimes a source of anxiety, no matter how wealthy they may be. This anxiety is heightened during periods of volatility when portfolios are down and their withdrawals take a proportionately bigger piece ... Keep Reading >
  • One of the most common questions we are asked by people who are either approaching or in the early stage of retirement is, “how should I structure my withdrawals to be most tax efficient?” That question is even more pressing at a time when the COVID-19 crisis has prompted many high net-worth ... Keep Reading >
  • One potentially challenging aspect for high-net-worth individuals entering retirement is moving from the security of earning employment or business income to relying on investment income to fund their lifestyle. At first, it can feel a little like a high-wire act without a safety net. ... Keep Reading >
  • When the coronavirus pandemic escalated, insurers made it clear that travel insurance policies would not cover COVID-19-related treatments or hospital admissions. This created a conundrum for wealthy Canadians—especially older snowbirds—with homes in the U.S. or overseas, who found themselves ... Keep Reading >
  • 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 ... Keep Reading >