Creating the plan is just the first step - ensuring it's implemented, reviewed and adjusted is an ongoing process. A good financial plan touches on every aspect of life, and can have a decades-long trajectory. The fee-based approach ensures those needs are being addressed through the life of the client-advisor relationship.
Our Asset Management Ecosystem provides clients a vast array of choice in terms of investment strategy, philosophy, and approach. All of our Portfolio Managers provide a white-glove experience that is connected to their NOW advisor and their unique financial plan.
NOW clients benefit from being part of an ecosystem that is designed to maximize access to information, product and expertise. This includes: alternative investments; brokered mortgages & lending; brokered commercial lending; self-directed investing (SDI); bitcoin coaching & counselling; access to private issuers; and precious metals.