Our Views

It’s hard to believe we’re half-way through 2018 already. How are you doing against the financial priorities you set for yourself? Has it been awhile since you checked your progress? Earlier this year, we provided our annual financial planning checklist to make it easy to assess. Everyone’s ... Keep Reading "Ready for your 6-month (financial) check-up?" >

Last week, the Globe & Mail published an enlightening yet cautionary piece by Gail Johnson on the importance of planning for health care in your later years, financially and logistically. Newport’s Chief Wealth Management Officer, David Lloyd, was interviewed for the article as the topic is ... Keep Reading "Do you have a financial plan to fund your elder care needs?" >

Did you make any financial resolutions for 2018? Below we have created a month-by-month financial planning checklist to help you organize and optimize your affairs. Some tasks are deadline driven – like tax filings, RRSP contributions, etc. Others fall under the category of ‘important but not ... Keep Reading "Your Personal Finance Checklist for 2018" >

As a new parent myself, I know that raising a family is costly. Even more so for families who pay for their children (or grandchildren) to attend private school. For example, at a private school in my Toronto neighbourhood, tuition is roughly $21,000 annually, per child, for grades 1-8, and ... Keep Reading "How to save $15,000 a year on private school tuition" >

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" >

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" >

‘Catalyst funding’ is a notion commonly associated with business, health care and even the not-for-profit sector. It describes investments that are made to accelerate the development of an innovation or strategy. The theory being that with such funding, desired outcomes can be achieved faster ... Keep Reading "Catalyst funding… for families?" >

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" >

Wealth management is a tag line used by many financial advisors to describe their services. It’s a familiar term but what does it actually mean and, more importantly, what should it mean? Wikipedia says “at the most general level, economists may define wealth as anything of value which captures ... Keep Reading "Wealth management is more than just financial" >