A new Outlook on wealth in canada

LOW FEES for ALL

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!

HOLISTIC FINANCIAL PLANNING

Financial planning has become an industry buzzword. It usually means piles of numbers and graphs. A good plan is the one you understand and can get behind, not the one that you shove in a drawer. 

TAX-EFFICIENT INVESTING

Mutual fund companies confuse clients with "advisory fees and MERs". We value transparency & clarity. At NOW, a "management fee" or "client fee" is all-inclusive. No hidden fees. No surprises. For non-registered money, it's also fully tax-deductible!

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.

Click here to log into your own SideDrawer.

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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. 

What we do

Milestone Planning

Risk Management

Mortgages & Lending

Corporate Planning

"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.

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