A New Outlook on Wealth

Elevating the financial planning experience for Canadians, NOW.

PREMIUM ADVICE

We strive to provide the best unbiased financial advice that helps you reach your financial goals. Our wealth management model lowers fees, increases transparency, and elevates your investment experience.

ACCESS to EXPERTS

Your NOW advisor is your financial GPS, guiding you along life's financial journey. Enjoy unfiltered, direct access to your own CFP/RWM financial planner and your own, dedicated CFA portfolio manager.

FREEDOM of CHOICE

Canadians need more choice, not less. We empower you to make the best decisions for you, with an unrestricted selection of tools to help you get the job done. We also provide more than one way to pay for the advice you want.

Strategic financial leadership

Real Wealth Management™

New Outlook Wealth is a proud member of the Society of Real Wealth Managers (RWM)™. All NOW advisors carry this important designation, which shows a commitment to a multi-disciplinary approach to wealth management, with a focus on net worth, wealth accumulation, and effective wealth transition.

What is Real Wealth Management?

introducing

Family Capital Advisory

In an industry first, New Outlook Wealth has created a fully independent, unbiased, fee-based advanced financial planning offering that leverages a carefully curated network of multi-disciplinary experts from across Canada.

Strategic Advisory

NOW FCA is all about bringing unbiased, product agnostic, holistic advice to HNW and UHNW clients in Canada.
Fiduciary Standard

All our independent specialists who form FCA's multi-disciplinary approach carry a fiduciary obligation to clients.

Learn more!

Advice-only

Simplified Planning for Public Sector Employees

In partnership with D. Robinson & Associates, New Outlook Wealth's team of experienced financial planners provide public sector employees facing workforce transition a clear, detailed path forward that takes into account financial needs, goals, and priorities.

Find a Planner, NOW!

Advice-Only Offerings

Does your portfolio suffer from stockholm syndrome?

Set your money free.

Most wealth management firms, banks, and insurance companies use every tactic possible to restrict what you can access, promoting their in-house, proprietary investment products over others -- whether it's in your best interests or not. Why? Why can't you have an investment experience where your interests are put ahead of theirs?

Set me free!

NOW Asset Management Ecosystem