Our Views

If there is one question that is common to almost all Newport Private Wealth clients it is this: "How much money do I need to retire without any worries I’ll outlive my capital?” Keep Reading "Retirement planning for the high-net-worth investor" >

Planning for retirement can be challenging. Attempting to balance your need for current income against the risk of outliving your savings is hard enough and, as it turns out, the federal government is not making things any easier. Keep Reading "Manage RRIF rules carefully – or you could run out of money" >

I recently had the experience of counselling a long-time client who, despite a very secure financial position, was overcome with anxiety about money. What became clear to both of us after a lengthy and at times emotional discussion was that her anxiety was not about money at all. Rather it was ... Keep Reading "Surviving spouse, it’s okay to spend the money" >

Last week, John Heinzl of the Globe and Mail wrote a good piece on The Difference Between Advisors and Counsellors. He did a nice job of spelling out the key aspects of what it means to work with a professional investment counsellor versus a commissioned salesperson. Keep Reading "Choosing an investment professional" >

I was given a lottery ticket as birthday gift at a dinner with friends on the weekend. The condition was that we would all share the pot. It was great value to dream for even a few hours of how life could change with $41 million. Sudden wealth via the lottery, inheritance or selling a... Keep Reading "Winning the lottery – a dream for all; a nightmare for some" >