Our Views

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 "Newport’s summer reading list" >

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 "How many high-net-worth investors in Canada?" >

“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 "Why your bond portfolio could be riskier than your stocks" >

It’s hard to believe we’re half-way through 2018 already. How are you doing against the financial priorities you set for yourself? Has it been awhile since you checked your progress? Earlier this year, we provided our annual financial planning checklist to make it easy to assess. Everyone’s ... Keep Reading "Ready for your 6-month (financial) check-up?" >

Last week, the Globe & Mail published an enlightening yet cautionary piece by Gail Johnson on the importance of planning for health care in your later years, financially and logistically. Newport’s Chief Wealth Management Officer, David Lloyd, was interviewed for the article as the topic is ... Keep Reading "Do you have a financial plan to fund your elder care needs?" >

How do you find the best financial advisor for your needs? There is no shortage of willing providers. According to data from Strategic Insight, there are 4,700 financial advisors providing discretionary money management services in Canada. One company, California-based AdvisoryHQ News Corp., ... Keep Reading "Newport ranked among best financial advisors" >

By now, most investors have received their year-end account statements from their financial advisors/money managers. And by now, many investors may still be wondering about their investment return. Was it a good return? Average? Poor? The question we would ask is, “Compared to what?” Compared ... Keep Reading "What was a good investment return in 2017?" >

Our Investment Committee recently met with Tye Bousada of EdgePoint Wealth Management Inc., one of the three specialist money managers retained for the Newport Global Equity Fund. EdgePoint has performed well over the nine years since we invested with the firm. While they are pleased with that, ... Keep Reading "When volatility is your friend" >

Did you make any financial resolutions for 2018? Below we have created a month-by-month financial planning checklist to help you organize and optimize your affairs. Some tasks are deadline driven – like tax filings, RRSP contributions, etc. Others fall under the category of ‘important but not ... Keep Reading "Your Personal Finance Checklist for 2018" >

At a recent institutional investment conference, several money manager panelists were asked whether they were still finding buying opportunities in their asset class, given the long and significant run-up in prices. Every one of them responded enthusiastically yes. Was this a case of a savvy ... Keep Reading "Does your money manager have an asset class bias?" >