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• Meet the team: Michelle Ali

  05/13/2021
  In 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" >

• The mixed emotions of managing an inheritance

  05/05/2021
  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" >

• Q1 Quarterly Investment Update

  04/30/2021
  In 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" >

• Remembering a dear friend and colleague

  04/26/2021
  Our 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" >

• Managing an inheritance: 7 things you need to know

  04/22/2021
  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" >

• Newport Private Wealth is now open for business in Kingston

  04/12/2021
  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" >

• Why this time is not all that different

  04/09/2021
  The 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" >

• Advice from a top money manager about staying the course

  03/26/2021
  While big tech stocks were last year’s stock market winners, the shares of companies whose fortunes are more tied to the economic cycle, such as industrials, financials and energy have been on the rise of late. As this “sector rotation” continues, we took the opportunity to speak with ... Keep Reading "Advice from a top money manager about staying the course" >

• Divorce: how being informed leads to a better outcome

  03/18/2021
  Divorce is a sensitive topic that can be a life-changing experience with major financial implications—especially when significant wealth and complexity are involved. And today there are more couples taking that step as the COVID-19 pandemic has put additional pressure on marital relationships ... Keep Reading "Divorce: how being informed leads to a better outcome" >

• Women and wealth: how taking control is empowering

  03/08/2021
  If there was a quote that sums up the mission behind International Women’s Day 2021, it’s this one: “A gender equal society needs empowered women and girls who take control of their lives, make their own decisions, and succeed in their chosen pursuits.” We believe one of the ways women can feel ... Keep Reading "Women and wealth: how taking control is empowering" >