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  • We’re nearing the end of June, which is a good time for a mid-year financial review. How are you doing against the financial priorities you set for yourself? In January, we provided our annual financial planning checklist to make it easy to assess. Now is a good opportunity to review your ... Keep Reading >
  • Our Investment Committee met earlier this week with Luxembourg-based global equity managers, Klaus Petersen and Jens Hansen who run the ValueInvest Global Strategy, which makes up approximately 30% of our Newport Global Equity Fund. Here are some highlights from our discussion – and some good ... Keep Reading >
  • Although it has been a few years, I still remember an amusing story one of my retired clients told me. One morning, he and his wife were wakened by two squirrels chattering noisily outside their window. My client said to his wife, “What do you suppose they’re arguing about?” “Money,” she ... Keep Reading >
  • In this First Quarter Review, Chief Investment Officer, Mark Kinney, discusses our investment strategy for volatile times and a unique new private investment we made – an opportunistic play on an out-of-favour sector. If your portfolio is not benefiting from broad asset class exposure and ... Keep Reading >
  • Managing your retirement income in the most tax effective way is smart financial planning. In this post, we address three of the most common questions about structuring retirement income. These are the basic facts, but everyone’s situation is different. It’s always advisable to consult a tax ... Keep Reading >
  • For Millennials, many find investing to be a challenge: some may be overwhelmed by an array of choice (after all, there are only 3,454 mutual funds in Canada1) while others may not understand how to put in place a savings plan to achieve their goals. From a behavioural perspective, if we don’t ... 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 >
  • Federal Finance Minister Bill Morneau presented the 2019 Budget Plan on March 19th. Compared to past years, there are few significant measures in this budget and no tax rate reductions for individuals or corporations. This post summarizes some of the federal budget changes that are relevant to ... Keep Reading >
  • For most of Canada, this past winter has been colder and snowier than average. Fortunately, with longer daylight hours, spring is finally approaching and our thoughts turn to warmer weather and, for gardening enthusiasts, digging into our outdoor spaces. It’s funny how some of the best ... 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 >