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Andrew Smart
Crysler Jamieson
Chris Witoski
Sheryl Saari
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Emily Mayoralgo
James Rodgers
Jim Clark
Michael van Lierop
Client Access
New Outlook Wealth
Home
Advantage of NOW
Products
Services
About
Advisors
Client Access
Lower Fees for All
Reducing Conflicts of Interest
Portfolio Management
Tax Efficient Investing
Embracing Technology
Safety and Security
Separately Managed Accounts
ETFs and Pools
Insurance and Segregated Funds
Banking - Personal and Business
Mortgages and Lending
Employee Benefits - Group Savings
Private Wealth Management
Milestone Planning
Risk Management
Corporate Planning
Portfolio Management
Disability Advocacy Planning
Employee Benefits Benchmarking
Financial Calculators
Our Team
Mission and Vision
Contact Us
For Advisors
Subscribe
Frequently Asked Questions
Andrew Smart
Crysler Jamieson
Chris Witoski
Sheryl Saari
Tamara Fehr
Emily Mayoralgo
James Rodgers
Jim Clark
Michael van Lierop
A New Outlook on Wealth Advice for all Canadians
FOR ADVISORS
your future is now.
If this is what life as an Advisor looks like:
Decreasing and/or uncompetitive compensation
Increasing expenses and operating costs
Increasing compliance requirements
Embedded, systemic conflicts of interest
More time spent with compliance, less time with clients
Paternalistic, "top-down" corporate culture
Never-ending contract/compensation changes
Diminished recognition programs - if any at all
CRM that is more about compliance than clients or sales
Relentless obstacles to teaming & succession planning
Decreasing business valuation from dropping grid
Prioritizing credentials above performance
Fighting to stay on the grid
Decreasing field & sales support
Leadership that adds little or no value
Corporate priorities that are inconsistent with your own values
Then consider a future that looks like this, NOW:
Stable, highly competitive, level compensation
No grid or levels - no embedded sales contest
Low operating expenses
No MFDA/IIROC
Virtually all potential conflicts of interest removed
Grassroots corporate culture
Recognition programs & reward travel
CRM for financial advisors - for managing leads and clients
Freedom to team as desired
Flexible succession model, increased business valuations
Freedom to pursue higher education and new accreditations
Again, no grid
Robust, executive level field support
Where it's fun again to be an Advisor!
Corporate priorities that align perfectly with your values
Download the NOW Advantage
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