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• Q3 Quarterly Investment Update

  10/21/2021
  In this Third Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Mark describes how our third quarter of strong performance is the result of three principles: ... Keep Reading "Q3 Quarterly Investment Update" >

• Thinking about early retirement? Read this first.

  09/02/2021
  In a year where many Canadians have reassessed their lives and their family priorities, it’s also been a time to re-think their long-term plans—including the possibility of early retirement. The decision to retire can be complicated or surprisingly straightforward. For business leaders who are ... Keep Reading "Thinking about early retirement? Read this first." >

• Meet the team: Jennifer Armstrong

  08/26/2021
  In this occasional blog series, we take you behind the scenes to meet members of the Newport Private Wealth team, who work with our clients and Portfolio Managers (PMs) to provide that special Newport touch. This time around, we’re highlighting Jennifer Armstrong, Portfolio Administrator, who ... Keep Reading "Meet the team: Jennifer Armstrong" >

• Planning for elder care

  08/19/2021
  When it comes to planning for elder care, financial considerations are only part of the picture. The journey to planning for a seamless retirement that may include health issues can be fraught with emotions. In this two-part blog series, Newport connected with our network of experts and some of ... Keep Reading "Planning for elder care" >

• The true cost of elder care

  08/17/2021
  It may be the toll the pandemic has taken on our seniors, or perhaps it’s the demographic of our client base, but many clients are currently struggling with the challenges of providing support for aging parents. Making decisions around seniors’ housing and care can have significant ... Keep Reading "The true cost of elder care" >

• Q2 Quarterly Investment Update

  07/26/2021
  In this Second Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney shares how we’ve positioned our mandates to protect capital, while continuing to generate cash flow and returns. Against a backdrop of continued market volatility and the slow reopening of the economy, ... Keep Reading "Q2 Quarterly Investment Update" >

• First-time homebuyers’ guide for you (and your parents)

  06/30/2021
  Historically low interest rates and rising real estate prices have created a buying frenzy across the Canadian housing market. Many first-time homebuyers, as well as those wanting to upgrade their homes, are seeking help from their parents to cover down payments as they jump into the real ... Keep Reading "First-time homebuyers’ guide for you (and your parents)" >

• Newport’s Kingston Team

  06/14/2021
  We know that deeper, highly confidential connections and personal wealth management expertise are essential for you and your family. Our local, trusted on-the-ground team reflects Newport’s commitment to your community in Kingston and beyond, where we will continue to grow to meet your ... Keep Reading "Newport’s Kingston Team" >

• 8 podcasts to listen to now

  06/11/2021
  Warmer weather, longer days and Victoria Day weekend all signal the official start of summer “cottaging” in Canada. And whether you call it a cottage, a cabin, camp, the chalet, or the lake – one thing is certain – we’re hitting the road in droves to get away with family and friends to enjoy every... Keep Reading "8 podcasts to listen to now" >

• Newport adds to Kingston wealth management team

  06/07/2021
  Toronto, Canada, June 7, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, recently opened for business in Kingston, Ontario. Now the company is delighted to share that it has added ... Keep Reading "Newport adds to Kingston wealth management team" >