Our Views

When Caitlin studied consumer behavior as part of her undergraduate degree, she realised two things. One was that she wanted to work in a field where she could make a positive impact on people’s lives. The second was understanding people’s needs and motivations was key to making that happen. ... Keep Reading "Caitlin A. Chapman" >

Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. He helps clients articulate their goals and objectives, ‘crash test’ their current plans, identify the ‘cracks’ in those plans and design a plan to achieve the ... Keep Reading "Robert W. Clark" >

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s top jobs, including president of Connor Clark Private Trust and Vice-Chairman at RBC Private Counsel – where he observed that many high-net-worth Canadians had ... Keep Reading "Douglas C. Brown" >

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with Barclays Bank, he developed the tools to analyze income statements.  “When part of your return is in the form of a sustainable income stream, whether it’s ... Keep Reading "Stephen R. Hafner" >

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a friend started a business that manufactured apparel commemorating the 25th anniversary of Woodstock. At its peak, the company was shipping 5,000 pieces a week to ... Keep Reading "J. David Cole" >