Our Views

To help you plan for 2016, we offer this month-by-month guide to organizing and optimizing your financial affairs. Keep Reading "Financial planning checklist – 2016" >

In our conversations with clients, one question keeps coming up these days: “The Canadian dollar has dropped a lot. How is this impacting my investments?” Keep Reading "Protecting your portfolio against currency changes" >

If there is one question that is common to almost all Newport Private Wealth clients it is this: "How much money do I need to retire without any worries I’ll outlive my capital?” Keep Reading "Retirement planning for the high-net-worth investor" >

Today’s Globe & Mail High Net Worth section featured Newport Private Wealth in a piece by journalist Paul Brent entitled Don’t let your money spoil the kids. It deals with the issues, desires, opportunities and complications of wealthy baby boomers assisting their offspring ... Keep Reading "Passing wealth on now, later, ever?" >

You are now generating significant cash flow from your practice and have other decisions to make such as: What to do with the surplus cash? How much to save? How much to spend? What’s the best way to turn surplus cash flow into wealth? Keep Reading "Making the most of a mature dental practice" >

A practical guide to conscious choices that will shape your family’s relationship with mon Keep Reading "Net worth. Self worth. What values will you pass on?" >

A guest blog by Dr. Julie A. Morton. Provocative new research at the University of California, Berkley, suggests that those of means ARE different from their more humble brethren, and NOT in ways that would make one proud. According to studies conducted by social psychologist Paul Piff and his ... Keep Reading "Does wealth breed selfishness?" >

As an independent professional woman, I’ve always bristled at the suggestion that there is somehow a difference in how I approach the management of my assets simply because of my gender. But having just come back from a Women Advisors’ Forum in the U.S. this week, I have to say there is a lot of... Keep Reading "What women want from their financial advisors" >

Last week a friend of mine asked us for help with his portfolio. His portfolio hadn’t made any money in eight years and he hasn’t made RRSP contributions for the past two years because he’s been so unhappy with the performance. He’s already switched financial advisors once (in 2008). Right now ... Keep Reading "How (not) to choose a financial advisor" >

My husband passed away a year ago last month.  We ought to have been prepared.  Two years earlier he had been diagnosed with a rare form of cancer for which there was “little predictive data”. We chose to be optimistic. When he died due to complications from surgery I was shocked and ... Keep Reading "Bereavement is bad enough" >