Our Views

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this instalment, we highlight Russ Hafer, Client Relationship Manager, who is based in our Calgary, Alberta office. Following a career that started in banking and led to owning an insurance and ... Keep Reading "Meet the Team: Russ Hafer" >

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. In this post we highlight Natalie Walker, Portfolio Administrator (PA), who was employee number 32 in Newport’s early days, and has been with the organization for 18 years. How did you get your start in ... Keep Reading "Meet the Team: Natalie Walker" >

Our Meet the Team series takes a closer look at the people behind Newport Private Wealth. Today, we’re highlighting Evgeniya Pollock, Vice President, Wealth Planning Group, who joined Newport in January 2023. After almost seven years at Edward Jones, and five years running her own CPA ... Keep Reading "Meet the Team: Evgeniya Pollock" >

In this occasional blog series, we take you behind the scenes to meet the team at Newport Private Wealth. Today, we’re highlighting Jordan Schwann, Managing Director & Portfolio Manager, who joined Newport in 2015. We spoke with Jordan about how he got started in the financial services ... Keep Reading "Meet the Team: Jordan Schwann" >

In this occasional blog series, we take you behind the scenes to meet members of the Newport Private Wealth team, who work with our clients and Portfolio Managers (PMs) to provide that special Newport touch. This time around, we’re highlighting Jennifer Armstrong, Portfolio Administrator, who ... Keep Reading "Meet the team: Jennifer Armstrong" >

In this new blog series, we take you behind the scenes to meet some of the Newport Private Wealth team who do an extraordinary job in making things run smoothly. First up: Michelle Ali, Operations Accountant, who joined Newport in 2015 and is responsible for the relationship between Newport and ... Keep Reading "Meet the team: Michelle Ali" >

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" >

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?" >

At the end of November we held our launch event for NextWave, Newport Private Wealth’s initiative for young adults to help them become better equipped at managing wealth. We had a tremendous turnout with over 40 young adults in attendance for an evening of networking and a brief introduction to ... Keep Reading "Engaging the next generation" >