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06/14/2021We 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" >
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06/11/2021Warmer 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" >
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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" >
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05/13/2021In this new blog series, we take you behind the scenes to meet some of the Newport Private Wealth team who do an extraordinary job in making things run smoothly. First up: Michelle Ali, Operations Accountant, who joined Newport in 2015 and is responsible for the relationship between Newport and ... Keep Reading "Meet the team: Michelle Ali" >
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As we noted in our first blog outlining the legal, financial and tax implications of managing an inheritance, a significant wealth transition can be a life-changing event—or at least one that gives rise to new decisions and opportunities. It can also be the source of mixed emotions – ... Keep Reading "The mixed emotions of managing an inheritance" >
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04/30/2021In this First Quarter Investment Update, Newport’s Chief Investment Officer Mark Kinney reviews our performance, the portfolio changes we implemented and how our strategy and patience have been rewarded thus far. Listen as Mark highlights some the new investments we made in the quarter and the ... Keep Reading "Q1 Quarterly Investment Update" >
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04/26/2021Our hearts are heavy with the news that Susan Fulford, a dear and valued member of the extended Newport family passed away on Thursday April 22nd. Susan died after a nine-month struggle with her second bout of cancer (2011), which she fought courageously and quietly. As an independent ... Keep Reading "Remembering a dear friend and colleague" >
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Receiving an inheritance can be an emotional, life-changing experience that presents both new opportunities and challenges. Many people who inherit large sums feel a deep sense of responsibility to protect and properly manage the money—and do right by the loved ones who earned it. “I watched my ... Keep Reading "Managing an inheritance: 7 things you need to know" >
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Toronto, Canada, April 12, 2021 – Newport Private Wealth, one of Canada’s largest and fastest-growing independent wealth management firms serving high-net-worth individuals and families, is delighted to announce that it has opened for business in Kingston, Ontario. Heading the client service ... Keep Reading "Newport Private Wealth is now open for business in Kingston" >
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04/09/2021The euphoria and dizzying price multiples for certain momentum stocks of the past year have led to a lot of “This time it’s different” refrains. You sometimes hear that the “old rules” of valuation no longer apply and, even that, “Stocks only go up.” And yet throughout history, whenever we hear ... Keep Reading "Why this time is not all that different" >