A new Outlook on wealth management
LOWER INVESTMENT FEES
At most financial institutions, the more money you have the lower your fees. We don't believe that is fair. We bring low fees to all Canadians. We don't wait until you have $1M to invest. We do it right NOW - with fee savings often exceeding 50% .
DIRECT INVESTMENT ADVICE from PORTFOLIO MANAGERS
We deliberately separate financial advice from money management. Our advisors are all industry veterans with years of experience. Unlike most financial planners however, our advisors do not touch our client's money. We outsource investment advice entirely to qualified, professional 3rd party portfolio managers.
SUPERIOR CLIENT DIGITAL SECURITY
Our partnership with industry-leading technology provider SideDrawer enables our clients to digitally store, archive, and share sensitive, personal documents and data with their Financial Advisor without fear of privacy breaches or other online treats to personal identity.
Clients of New Outlook Wealth benefit from FREE access to SideDrawer, Canada's leading digital document vault. SideDrawer provides a safe, secure and easily accessible (web or mobile app) online portal for clients to share and store sensitive, private and/or confidential information.
A New Outlook
At New Outlook Wealth, we believe in doing what's right for clients above all else. By deliberately separating financial planning from money management we have reduced the potential for conflicts of interest between Advisors and their clients. It means our Advisors can focus entirely on our client’s financial planning needs.
We have chosen a different path forward. A new vision that provides clarity, simplicity, and transparency.
"The status quo in the financial industry in Canada is not helping everyday Canadians. Wealth managers across Canada are all running after the same high-net-worth clients and leaving everyone else behind. Professional financial planning and low-cost, high-performance investment management should be available to everyone. "
Michael van Lierop, President & CEO, Founder of New Outlook Wealth Inc.