safety, Security & Privacy
protecting you, NOW
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.
Your money is with a custodian, not with NOW.
The custodian is the bulwark for your money. Portfolio Managers help manage your assets, but they don't hold the assets. Your money needs to be held somewhere - a custodian!
A custodian or custodian bank is a financial institution that holds customers' securities for safekeeping to prevent them from being stolen or lost. NOW, through our asset management arrangements, benefits from relationships with two of Canada's largest custodians.
NBIN, a subsidiary of National Bank of Canada, is the custodian for BCV Asset Management. This means they are the guardian of your money while its being managed by BCV.
Committed to this business for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers and introducing brokers through innovative product development, expert client care and leading technology. National Bank Independent Network, proudly serving over 400 independent firms from coast to coast. National Bank Independent Network is a division of National Bank Financial Inc. and is also a registered trademark of National Bank of Canada and a wholly owned subsidiary of National Bank of Canada, which is a public company listed on Canadian stock exchanges. National Bank Financial Inc. is a Member of the Canadian Investor Protection Fund and a member of the Investment Industry Regulatory Organization of Canada (IIROC), the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity marketplaces in Canada.
Fidelity Clearing Canada ULC is the custodian for assets held through Purpose Advisor Solutions & Harness Investment Management. They are, likewise, guardians of your money while its being managed by PAS/Harness Investment Management.
Fidelity Clearing Corporation is the parent company for Fidelity Clearing Canada, with over $2 trillion in assets, 7.1MM accounts, and is one of the largest global, financial services companies in the world. Fidelity Clearing Canada is a subsidiary of Fidelity Clearing Corporation and has over 100 institutions on its platform in Canada.
Your personal information is protected.
The portfolio managers we work with take your privacy and the safe-guarding of your personal information seriously.
Robust privacy policies protect you and your identity
This applies to both paper and electronic documentation
Bank-level technology & data encryption
Your information is gathered and shared only with your consent