ABOUT NEW OUTLOOK WEALTH
When you put clients first, the pieces fall into place naturally.
New Outlook Wealth (NOW) is a boutique Winnipeg-based financial advisory network of independent financial planners who enjoy unrestricted access to an industry-leading, 3rd party investment management, insurance distribution, technology management, operational and marketing support service model.
The NOW model, which deliberately separates asset management from financial advice, is the most client-centric, conflict-free model for serious financial planners in Canada. NOW advisors benefit from a rich sense of community and family, while having total control and independence over how they operate their financial advisory practice.
New Outlook Wealth enjoys several exclusive referral partnerships (also known as “shared service” or "co-servicing" arrangements) with over a dozen portfolio management firms in Canada. These investment counsels manage client assets custodied at some of the country’s largest custodians: Fidelity Clearing Canada (FCC), National Bank Independent Network (NBIN), Aviso Wealth, and CI Financial.
The NOW Asset Management Ecosystem represents over
