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• Thanksgiving beyond turkey and the trimmings

  10/04/2018
  Fall colours, turkey dinners, family gatherings, a statutory holiday … are these your images of Thanksgiving weekend? I was reminded of the roots of Thanksgiving this week – causing me to pause for a time and reflect on the purity of the tradition and all that we can be grateful for. The ... Keep Reading "Thanksgiving beyond turkey and the trimmings" >

• Toronto tech scene creating new wealth

  10/02/2018
  At a recent dinner party, there was a lot of chatter about what seems to be an explosion of newly-created wealth in Toronto with folks asking, “Where is it all coming from?” – especially given the pressures on traditional sources of wealth-creation such as manufacturing, mining and financial ... Keep Reading "Toronto tech scene creating new wealth" >

• My strategy for charitable giving

  09/26/2018
  One of Newport’s guiding principles of wealth management is to share best practices with our clients. Charitable giving is important to many of our clients, some whom have undertaken amazing charitable projects over the years. Some give directly to charities and others have established private ... Keep Reading "My strategy for charitable giving" >

• Is an Individual Pension Plan (IPP) right for me?

  09/20/2018
  While we have been educating clients about Individual Pension Plans (IPP) for over ten years, recently, IPPs have been getting a lot of media attention, thanks to the changes to passive income rules for holding companies and professional corporations. What’s all the fuss about? An IPP is an ... Keep Reading "Is an Individual Pension Plan (IPP) right for me?" >

• How to get good at charitable giving

  09/13/2018
  It is, as they say, a nice problem to have: You have been successful at making money. You/your advisors are competent at managing money. And now you want to give some of it away through a pro-active charitable giving strategy. But knowing how to give money away effectively feels daunting. ... Keep Reading "How to get good at charitable giving" >

• Investment performance: what the numbers don’t say

  09/06/2018
  So you’re hiring a new money manager. You have a host of questions to ask. (See our earlier blog post for a list of questions.) You’ll no doubt want to enquire about the manager’s investment performance and fees. But will you know how to interpret the answers? How do you assess what the numbers ... Keep Reading "Investment performance: what the numbers don’t say" >

• Why some wealthy don’t retire

  08/29/2018
  With Labour Day approaching, we got thinking about the role of work and why we work, prompted by some research that concludes a surprising number of very wealthy people are choosing to work rather than retire. A Spectrem Group survey of U.S. investors with a net worth of $25 million or more ... Keep Reading "Why some wealthy don’t retire" >

• Are your alternative investments truly alternative?

  08/22/2018
  Retail investors should understand the risks and opportunities of investing in alternatives. Once upon a time, alternative investments (e.g. private real estate, private debt, private equity, infrastructure, etc.) were the exclusive domain of pension funds, billionaires and sophisticated ... Keep Reading "Are your alternative investments truly alternative?" >

• Should I keep or commute my company pension plan?

  08/14/2018
  In recent months, we’ve had numerous enquiries from individuals who are retiring or leaving their employment and wondering if they should keep or commute their defined benefit corporate pension plan. In this post, we’ll outline what it means to commute a pension and describe a real-life client ... Keep Reading "Should I keep or commute my company pension plan?" >

• Q2 Investment Strategy Update

  07/27/2018
  In case you missed it…here’s a sum-up of Newport’s investment strategy at mid-year and beyond. Narrated by Chief Investment Officer, Mark Kinney, this presentation provides an overview of what the Newport Investment Committee is doing in various asset classes and why, and how our team’s active ... Keep Reading "Q2 Investment Strategy Update" >