Our Views
Topic: NextWave
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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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04/05/2019For Millennials, many find investing to be a challenge: some may be overwhelmed by an array of choice (after all, there are only 3,454 mutual funds in Canada*) while others may not understand how to put in place a savings plan to achieve their goals. From a behavioural perspective, if we don’t ... Keep Reading "Millennial meet-up on managing money" >
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A freak mid-November snow storm didn’t stop some twenty-five young adults from participating in Newport Private Wealth’s popular educational and networking forum, NextWave. Keep Reading "Millennials and money: are they ready for the responsibility of wealth?" >
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06/11/2014We recently held the spring session of our popular NextWave program, an educational and networking based initiative that helps the next generation of our client families become more informed, confident and financially independent. On an evening in May, a group of young adults in their 20s and ... Keep Reading "A young adult’s guide to smart spending" >
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We hosted our 3rd NextWave event last week in our King West offices where over 30 young adults gathered to learn about and discuss financial issues specifically relevant to the younger age demographic. This NextWave event is part of a larger program to help young adults develop healthy money ... Keep Reading "NextWave – A young adult’s guide to investing" >
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10/01/2013As part of our NextWave program of financial education for young adults in their 20s and 30s, we have put together a checklist outlining some important financial elements that parents, or even grandparents, may wish to consider. Keep Reading "Baby checklist" >
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02/12/2013Today’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?" >
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12/18/2012At 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" >
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Wealthy baby boomers are retiring and the ‘Great Transfer’ of wealth is well underway. Yet, according to the 2012 U.S. Trust Insights on Wealth and Worth Survey, more than two-thirds of parents believe their children are not adequately prepared to handle wealth. This is not surprising because ... Keep Reading "Filling the knowledge gap for the young affluent" >