portfolio management arrangements 

Portfolio analysis & design

At New Outlook Wealth, investment advice flows entirely from Portfolio Managers under direct supervision of asset management firms we do business with. Our Advisors focus exclusively on financial planning and the client relationship . This is a defining characteristic of the model we follow and is core to the NOW Advantage.
Portfolio Managers are held to the highest standards of client fiduciary duty in the financial services industry - which means they must always provide advice and recommendations that are in the best interests of the client.

Which Portfolio Managers do we do business with?

BCV provides its clients with a genuinely red carpet investment experience. By using Separately Managed Accounts (SMAs) rather than mutual funds, BCV can offer its clients a vastly more transparent experience that is flexible, highly customized, and significantly more tax efficient.
BCV is an asset management firm dedicated to building and protecting client wealth, seeking to maximize long-term returns while minimizing risk. BCV offers an alternative to mass-market investment products, creating customized investment portfolios within SMAs.
BCV provides a high level of personalized and professional service and ensure that clients have a direct relationship with the Portfolio Manager entrusted with managing their wealth. BCV is able to provide this discretionary portfolio management service to investors whose household has a minimum of 300 thousand dollars of investable assets and are seeking alternatives to mutual funds or brokerage wrap accounts.
Antares Investment Management manages investments for clients who want disciplined, independent thought applied to their portfolio.


Lionridge Capital Management is an independent asset management firm following a disciplined value approach, with a mission to protect and grow clients' capital in a rational and consistent manner. Your lifestyle and your legacy are dependent on how well your money is managed - Lionridge strives to help clients achieve financial peace of mind.

Harness Investment Management is a wholly-owned subsidiary of Purpose Advisor Solutions ("PAS") and is the registrant for PAS.

Harness Investment Management is a registered Portfolio Manager managing over $1 billion of investments for clients. Harness works closely with clients and their trusted advisors to build integrated solutions to help clients achieve their financial goals. It works with portfolio managers like BCV Asset Management and Lionridge to sub-advise their portfolios.  
Glidepath Portfolio Services ("Glidepath") is a registered portfolio management firm offering discretionary investment management service on a fiduciary basis to clients of independent financial planning advisors and their family wealth management firms across Canada.
Founded by members of the management team in 2016, together Glidepath serves as an outsourced investment management and practice support team for independent financial advisors on Glidepath's collaborative digital platform for integrated financial planning and investment management service. Client accounts are held at CI Investment Services, an IIROC registered brokerage firm and custodian. CI Investment Services Inc. is a wholly owned subsidiary of CI Financial Corp.

Manulife’s asset allocation portfolios are developed by the Manulife global asset allocation team, and they've created proprietary asset allocation models for Manulife Private Wealth. These models leverage the same framework and methodology Manulife uses to manage its own balance sheet.
A leader in financial solutions for more than 130 years
Part of a global financial institution: $832B in assets under management and administration globally
A leading provider of investment solutions in Canada: Top 10 in terms of assets under management
Manulife Private Wealth ("MPW") is a division of Manulife Investment Management Limited and is the registrant for MPW. 

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