Our Views

In a year where many Canadians have reassessed their lives and their family priorities, it’s also been a time to re-think their long-term plans—including the possibility of early retirement. The decision to retire can be complicated or surprisingly straightforward. For business leaders who are ... Keep Reading "Thinking about early retirement? Read this first." >

When it comes to planning for elder care, financial considerations are only part of the picture. The journey to planning for a seamless retirement that may include health issues can be fraught with emotions. In this two-part blog series, Newport connected with our network of experts and some of ... Keep Reading "Planning for elder care" >

It may be the toll the pandemic has taken on our seniors, or perhaps it’s the demographic of our client base, but many clients are currently struggling with the challenges of providing support for aging parents. Making decisions around seniors’ housing and care can have significant ... Keep Reading "The true cost of elder care" >

The coronavirus pandemic has prompted a great deal of reflection among Canadian pre- and post-retirees on many things, including estate planning. With a little more time on your hands, now may be the ideal time to ‘stress test’ your estate plan to make sure its many components reflect your ... Keep Reading "Why it’s time to ‘stress test’ your estate plan" >

For high net-worth retirees, the risk of depleting their capital in their living years is sometimes a source of anxiety, no matter how wealthy they may be. This anxiety is heightened during periods of volatility when portfolios are down and their withdrawals take a proportionately bigger piece ... Keep Reading "How to manage “sequence of return” risk in retirement" >

One of the most common questions we are asked by people who are either approaching or in the early stage of retirement is, “how should I structure my withdrawals to be most tax efficient?” That question is even more pressing at a time when the COVID-19 crisis has prompted many high net-worth ... Keep Reading "Tax-effective strategies to withdraw funds for your retirement" >

One potentially challenging aspect for high-net-worth individuals entering retirement is moving from the security of earning employment or business income to relying on investment income to fund their lifestyle. At first, it can feel a little like a high-wire act without a safety net. ... Keep Reading "From paycheque to portfolio: planning your retirement income" >

As a self-described workaholic, “Rick”—a Newport client—had no intention of departing his successful retail business and making the transition into retirement. Quite the opposite, in fact. “I worked all the time and didn’t have any hobbies,” he recalls. “I loved what I did and thought that I’d ... Keep Reading "Why purpose is key to a happy retirement" >

It used to be, a secure retirement income was generated from a balanced portfolio of stocks and bonds. Bonds were the stabilizing force that provided income and offset equity risk. And for more than two decades, bonds have provided excellent returns. But with interest rates rising, the outlook ... Keep Reading "Is your retirement income secure in bonds?" >

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" >