Our Views
Topic: Wealth
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If you’re a medical professional, you’ve invested immense time and resources into your education and career development. Yet, the demanding nature of building and growing a medical practice often leaves little room for anything else. Despite the capability to generate wealth, many professionals ... Keep Reading "Rx for Wealth: How Medical Professionals Can Maximize Financial Health" >
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03/08/2024Nirosha and her daughters Samadinee, Sachintha and Chaya This International Women’s Day, Newport had the opportunity to talk with Janet McKelvey, Co-Founder of TRIP Canada. Since 2005—and approaching the 20th anniversary of the tsunami on Boxing Day 2024—McKelvey and TRIP Canada have built over ... Keep Reading "Celebrating International Women’s Day 2024" >
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As we celebrate International Women’s Day (IWD), the story of Janet McKelvey and TRIP Canada emerges as an emblem of hope and the power of one individual to instigate monumental change. McKelvey first travelled to Sri Lanka to provide short-term aid in response to the Boxing Day tsunami ... Keep Reading "International Women’s Day 2024: Meet Janet McKelvey, Co-Founder of TRIP Canada" >
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01/16/2024If you made a resolution to be proactive, plan ahead, and get on top of your financial affairs this year, we’ve put together a month-by-month Personal Financial Checklist. It details the important “to dos” that form the foundation for a sound financial strategy. While not every item may apply ... Keep Reading "Your Personal Financial Checklist" >
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01/03/2024As we step into the New Year, many of us are setting intentions to improve our personal and professional lives, alongside our health and well-being. But an area that often gets overlooked is managing our wealth. We asked our team of seasoned portfolio managers to offer their perspectives on ... Keep Reading "New Year, New Wealth Resolutions" >
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10/05/2023As Thanksgiving approaches, it’s a time to gather with loved ones, reconnect with friends, share delicious meals, and express gratitude for the blessings in our lives. It can also serve as a reminder to think about the future, especially the next generation. “At Newport Private Wealth, we’ve ... Keep Reading "Making Thanksgiving Meaningful" >
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As we celebrate International Women’s Day 2023, it seems fitting to reflect on how the face of women and wealth is changing – and what remains the same. First, the good news. A recent McKinsey report indicates that “an unprecedented amount of assets will shift into the hands of US women over ... Keep Reading "International Women’s Day 2023: The changing face of wealth" >
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Family Day, observed in many provinces across Canada, gives Canadians an opportunity to come together with loved ones and revel in together time. It may also be a time to think about something that’s especially meaningful—the future of your family’s financial legacy and wealth. According ... Keep Reading "Generational Wealth: How families can prepare for the future" >
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If you made a resolution to get on top of your financial affairs in 2023, it’s not too late to put your good intentions into practice. Although January has come and gone, there’s still time to be proactive and plan ahead. To guide you, we’ve put together a month-by-month ... Keep Reading "Surviving the 2023 tax season – a Personal Financial Checklist" >
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If anything gives investors sleepless nights, it’s economic uncertainty. From the lingering COVID-19 pandemic to widespread inflation and supply chain bottlenecks, skyrocketing home and energy prices to the ever-worsening effects of climate change, investors have many reasons to be concerned. ... Keep Reading "How to stop worrying and start building wealth" >