Our Views

  • 11/02/2022
    Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not follow a typical route. She pursued her passion for the arts with an undergraduate degree in Art History and a fledging career in the not-for-profit world. When an ... Keep Reading "Erika Friesen" >
  • 06/17/2022
    Alan Pilkey’s client-centric values and ethical attitude have been at the root of his successful 20+ years in the financial services industry. Alan has successfully used his education, designations and experience to help individuals and families with their wealth planning needs. Upon graduation ... Keep Reading "Alan Pilkey" >
  • 06/17/2022
    Daniel Girard has been providing comprehensive wealth management services to successful families, individuals and charitable foundations since the late 1990s. Prior to joining Newport, Dan built and managed a large, successful practice with one of Canada’s big five banks for over 20 years. ... Keep Reading "Daniel Girard" >
  • 01/31/2022
    From participating in the Little League World Series at the age of 12, to playing rugby and football at his alma mater Simon Fraser University, Russ Hafer’s lifelong love of sports have always led him to be part of a winning team. It’s something he has aspired to in his professional life as ... Keep Reading "Russ Hafer" >
  • 06/04/2021
    While Richard Colton spent plenty of time at his family’s auto repair business as a kid, he never mastered the finer points of auto mechanics. Instead, while his brother went on to be the family’s 3rd generation business owner, Richard took a different path, and followed his mother’s footsteps ... Keep Reading "Richard Colton" >
  • 04/12/2021
    When Jason Trueman began his career as an insurance underwriter with Chubb Insurance, he saw firsthand why companies with unique and highly desired products and services were good long-term investments. His financial acumen and ability to help clients protect and grow their capital, coupled ... Keep Reading "Jason J. Trueman" >
  • 04/07/2021
    When Drew Oliver tore his ACL at 17, he switched from competitive snowboarding to teaching. In the process, Drew discovered that teaching required a threefold approach, regardless of whether he was teaching an absolute beginner or a seasoned pro. He needed to build rapport; understand the ... Keep Reading "Drew A. Oliver" >
  • 04/07/2021
    Derek had a fortuitous start to the financial world with a university project on alternative payment methods, leading to investments in securities that would become household names. More important than any profits gleaned were the investing lessons learned and the interest that sparked a ... Keep Reading "Derek Whiston" >
  • 08/28/2020
    Ian’s approach to investing is based on the fundamental principle that every investment portfolio needs its own carefully tailored plan. “Our job is to create a unique roadmap for each client, but the route needs to be flexible and accommodate economic and personal changes,” he notes. Ian’s ... Keep Reading "Ian Maclean" >
  • 03/24/2020
    Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university education and a life of better opportunities. She earned a Bachelor of Business Administration Degree (with specialization in Finance) at the Schulich School of ... Keep Reading "Katia Ivanova" >