CLIENT ACCESS

CLIENT PORTAL

We take your privacy and the protection of your personal information extremely seriously.

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.


We partner with Harness Investment Management, a portfolio manager leveraging the leading digital wealth platform from Purpose Advisor Solutions.

Existing Clients: login here
New Clients: Find Advisor HERE

 

Clients of BCV Asset Management, who are co-serviced between BCV Portfolio Managers and New Outlook Wealth Advisors, can access their accounts online through the custodian, National Bank Independent Network.

Existing clients: login here
New clients: Find Advisor HERE

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