Views
Subscribe to Our Views
*Please refer to our Privacy Policy to find out how we protect your information
-
01/23/2019The new year is a time when many people take a fresh approach to organizing their personal finances. It may be that you want to change some of the ways you’ve been doing things, or simply make sure you stay current with the practices you already have in place. To help you plan for 2019,... Keep Reading "Financial planning checklist – 2019" >
-
Over the holidays, a Globe and Mail article written by Rob Carrick entitled, investing lessons for 2019 and beyond from the country’s biggest pension plan, caught our eye. We thought to share some of the highlights – sound principles for investment success regardless of the portfolio ... Keep Reading "Investment lessons from the Canada Pension Plan" >
-
12/18/20181. Consider tax loss selling In a year when capital markets struggled, you may want to realize any losses in the current year, giving you the ability to offset realized capital gains in the current year and going back three years. Given market performance was stronger in 2015 and 2016, you may ... Keep Reading "6 financial tasks to do before year end" >
-
10/04/2018Fall 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" >
-
10/02/2018At 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" >
-
09/26/2018One 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" >
-
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?" >
-
09/13/2018It 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" >
-
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" >
-
08/29/2018With 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" >