Our Views

After the health and safety of their loved ones, sustained financial well-being is probably the most pressing concern for many people. Investors are taking a closer look at the state of their portfolios, analyzing performance and wondering about their future financial prospects during this ... Keep Reading "Adjusting your portfolio amidst the COVID-19 crisis" >

From the onset of the COVID-19 crisis in March, our team has rallied together with two main goals in mind: providing the very best service to Newport Private Wealth clients in a time of market volatility and economic uncertainty, and determining how we could best support frontline organizations ... Keep Reading "Newport team bands together to help fight COVID-19" >

“The only thing we have to fear is fear itself.” – Franklin Delano Roosevelt At the time the former U.S. president made that historic pronouncement—in 1933 at the height of the Great Depression—markets had crashed. Scores of investors had been wiped out. Unemployment was skyrocketing. ... Keep Reading "Managing fear in a market crisis" >

We Remain Open for Business It remains business as usual at Newport Private Wealth, though not business as normal! We implemented our Business Continuity Plan with most of our staff now working remotely. Under the province of Ontario’s Guidelines for Essential Services Designations released ... Keep Reading "A note from our Chief Operating Officer" >

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 "Newport Private Wealth COVID-19 Update" >

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 "Seeking opportunity in the sell-off" >

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 "Coronavirus: a market and portfolio update" >

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 "Celebrating the season of charitable giving – Part 3" >

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 "Celebrating the season of charitable giving – Part 2" >

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 "Celebrating the season of charitable giving" >