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  • We continue to provide brief updates on the COVID-19 outbreak, the impact on financial markets and our response. Market Volatility Europe is now the epicenter of the COVID-19 virus. North American businesses, institutions and governments are taking decisive action to encourage “social ... Keep Reading >
  • We published our first post on February 27th in response to the spread of the coronavirus and its impact on the economy and financial markets. Broadly speaking, our view has not changed since the writing of that note. Financial markets have kept up their pattern of indiscriminate selling – ... Keep Reading >
  • With the COVID-19 coronavirus outbreak stoking global anxiety and causing concern across financial markets, investors the world over have been shaken as the crisis escalates. Candidly, there is much about COVID-19 we don’t yet know. How far and how fast will it spread? What is the mortality ... Keep Reading >
  • Advantages of donating securities through a corporation In last week’s post, we examined the comparative benefits of making charitable donations of cash versus securities with an accrued capital gain. The short answer: from a tax perspective, it’s far more efficient to make donations of ... Keep Reading >
  • Last week in this blog, we introduced the concept of charitable giving through a Foundation Account at Canada Gives. As promised, this week we look at the tax benefits of donating securities versus cash – whether it is to your own private foundation, a Foundation Account at Canada Gives or ... Keep Reading >
  • For charities, it’s the most wonderful time of the year! The start of the holiday season, when many people turn their thoughts – and actions – to charitable giving. Thanksgiving, November’s “Giving Tuesday” and religious holidays can all inspire a spirit of generosity. There’s also a measure of ... Keep Reading >
  • One of the most common questions that our owner-manager clients ask is: What is the most tax efficient way to take out funds from my company? There is rarely a simple answer to that question, because the choice of remuneration depends on the unique circumstances of an individual. This blog post ... Keep Reading >
  • How will your portfolio perform in a market decline? It’s a question that is likely on the minds of many investors given the see-sawing in public equity markets of late. In this post, we explain the concept of “drawdowns” – what they are, the consequences for investors and how to minimize their ... Keep Reading >
  • Negative bond yields may not be exactly top of mind amidst your summer vacation plans and family time. And thank goodness for that! But negative bond yields are a source of preoccupation within the world of finance. They’re making news headlines and since we’ve had a couple of questions about ... Keep Reading >
  • 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 ... Keep Reading >