Newport Private Wealth

Newport Private Wealth Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.

As Canadians head into the May long weekend and the unofficial start of cottage season, many families are looking forwar...
05/15/2026

As Canadians head into the May long weekend and the unofficial start of cottage season, many families are looking forward to another summer at the cottage, cabin, or chalet.

But while these properties often hold generations of memories and shared experiences, they can also create unexpected tax burdens, financial strain, and family conflict without proper planning.

Our latest article explores some of the key conversations families should be having now, from ownership structures and estate planning to shared usage expectations and succession planning.

Read more: https://www.newportprivatewealth.ca/insights/planning-the-future-of-the-family-cottage/

Newport Managing Director and Portfolio Manager Kyle Smith reflects on an eventful start to 2026 marked by heightened ge...
05/08/2026

Newport Managing Director and Portfolio Manager Kyle Smith reflects on an eventful start to 2026 marked by heightened geopolitical tension, economic uncertainty, and increased market volatility.

Kyle explains how Newport continues to evaluate opportunities in private equity, real estate, and private debt, while maintaining caution amid ongoing market volatility. Overall, confidence in the diversified, multi-asset strategy and capital preservation approach remains strong.

Read or listen to the full update here: https://www.newportprivatewealth.ca/insights/q1-2026-the-quarter-that-was/

In our latest video update, Newport Chief Investment Officer Mark Kinney reflects on the market conditions that shaped Q...
05/07/2026

In our latest video update, Newport Chief Investment Officer Mark Kinney reflects on the market conditions that shaped Q1 2026 and what they meant for portfolio positioning.

Mark reviews how the quarter’s narrative shifted as geopolitical tensions escalated, rising oil prices and inflation sensitivity, while U.S. 10-year yields moved about 30 basis points higher – reinforcing the importance of selectivity, quality, and liquidity.

The update also summarizes Newport’s investment activity during Q1, including deploying funds to public markets while pacing new private market investments prudently.

Watch the full Q1 review via the link in our bio.



Providing a complete wealth planning solution requires deep expertise and a thoughtful, integrated approach. That’s why ...
04/02/2026

Providing a complete wealth planning solution requires deep expertise and a thoughtful, integrated approach. That’s why we’re pleased to welcome Daniel Strickland as Director, Tax and Estate Planning, and Nelson Denby as Wealth Planner to Newport’s Wealth Planning Group.

Daniel brings extensive knowledge in tax, estate, and family enterprise planning, helping clients navigate complex transitions with clarity and structure. His background includes a law degree and early career in estate planning and litigation, a Master of Taxation from the University of Waterloo, and deep experience advising ultra-high-net-worth clients on family governance and business succession strategies. He holds a JD, MTax, TEP, and FEA—a rare combination of credentials that reflects both the breadth and depth of his expertise.

Nelson's experience spans across traditional wealth management and fintech, giving him a unique perspective on how modern planning tools and strategies can be applied to real client challenges. He brings a planning-first approach that combines analytical rigour with a deep appreciation for the human side of financial decision-making. Nelson is a CIM® charterholder and CFP® professional.

Together, they add significant depth to our Wealth Planning Group and strengthen how we support clients through some of life's most important moments, from complex financial decisions and business transitions to estate planning, family dynamics, and the preservation of wealth across generations.

https://www.newportprivatewealth.ca/our-team/team/daniel-strickland/
https://www.newportprivatewealth.ca/our-team/team/nelson-denby/

In our latest quarterly review, Newport’s Chief Investment Officer, Mark Kinney, reflects on the key market themes that ...
11/13/2025

In our latest quarterly review, Newport’s Chief Investment Officer, Mark Kinney, reflects on the key market themes that shaped the third quarter and what they mean as we head into year-end. Global equity markets continued their rally, driven by strong earnings and ongoing AI momentum.

Guided by discipline and active management, Newport increased investment activity this quarter—already outpacing last year and supporting our proactive approach in a shifting market.

Watch the video for Mark’s insights on how we’re positioning portfolios for both resilience and opportunity in today’s evolving global landscape.

https://www.newportprivatewealth.ca/insights/q3-2025-review-market-update/

In our Q3 2025 market update, Newport’s Kyle Smith, Managing Director and Portfolio Manager, shares Newport’s perspectiv...
10/30/2025

In our Q3 2025 market update, Newport’s Kyle Smith, Managing Director and Portfolio Manager, shares Newport’s perspective on the forces shaping today’s investment landscape—from the potential start of a rate-cutting cycle to the ongoing influence of inflation, geopolitical risks, and resilient corporate earnings.

Kyle explains how Newport remains focused on what we can control: maintaining diversification, disciplined asset allocation, and a thoughtful balance of public and private strategies, ensuring we’re well positioned in any market environment.

You can read or listen to Newport’s Q3 2025 Market Update here:
https://www.newportprivatewealth.ca/insights/q3-2025-the-quarter-that-was/


Fall is here — and with it, a busier financial season.For many, September meant checking off a tax instalment. But that’...
10/22/2025

Fall is here — and with it, a busier financial season.

For many, September meant checking off a tax instalment. But that’s just one piece of the bigger picture. This is the time to pause and ask: Am I still on track with my financial goals for year-end?

Quarterly dates create natural pause points to check alignment with your goals. Each review offers a chance to adjust and strengthen your year-end position.

📌 Explore our Personal Financial Checklist for the key fall actions that keep your plan moving: https://newportprivatewealth.ca/featured/personal-financial-checklist/

“Nothing’s impossible. It’s what you decide your limits are.” - Lori-Ann Muenzer (Canadian Olympic cyclist) True empow...
10/16/2025

“Nothing’s impossible. It’s what you decide your limits are.” - Lori-Ann Muenzer (Canadian Olympic cyclist)

True empowerment starts when you redefine what’s possible. At Newport Private Wealth, we believe the right mindset and a thoughtful financial plan can expand what you thought was achievable. It’s about empowering yourself through foresight, strategy, and clarity. Ready to shape what comes next?


April’s market drop — fueled by global trade tensions, policy shifts, and political instability — quickly tested investo...
08/14/2025

April’s market drop — fueled by global trade tensions, policy shifts, and political instability — quickly tested investors. By June’s end? Equities had climbed back to February highs.

Q2 required a steady hand on the tiller and decisive strategic moves. In this video, Newport’s Chief Investment Officer Mark Kinney explains how we deployed $150M, increased cash reserves, and adjusted equity exposure to stay ready for what’s next.

Watch Mark’s Q2 market overview and outlook
https://newportprivatewealth.ca/featured/q2-2025-review-market-update/

"Talent wins games, but teamwork wins championships." – Michael Jordan At Newport Private Wealth, we believe true succes...
08/13/2025

"Talent wins games, but teamwork wins championships." – Michael Jordan

At Newport Private Wealth, we believe true success—whether in sports or wealth management—comes from collaboration, strategy, and trust. Just as a championship team relies on every player’s strengths, your financial future thrives when experts work together seamlessly.

Our team integrates wealth management, tax planning, estate strategies, and investment expertise to create a game plan tailored to you. Because while individual talent is powerful, it’s teamwork that builds lasting legacies.

Let’s win together. 🏆 Contact us today to get started.


Address

469 King Street West 4th Floor
Toronto, ON
M5V1K4

Website

, ,

Alerts

Be the first to know and let us send you an email when Newport Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category