REFERRALS WELCOME!

friends don't let friends pay high fees.

Our financial planning model is based on a few key principles:

  • that both clients and advisors benefit from the separation of asset management from financial planning;
  • robust financial planning is something all Canadians, regardless of wealth, deserve
  • that low investment management fees should be more accessible to all Canadians

If you know someone who would benefit from this approach, please introduce us to them! 

Your recommendation is confidential, secure, and shared ONLY with your NOW Advisor. 

Referral Intake Form

What is your relationship to the the person you are referring?






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