what we offer

more choice, more freedom

At NOW, we believe in an "open concept" financial planning platform. What does this mean? It means we provide our Advisors the most comprehensive product shelf possible without sacrificing our values. For example, we can leverage relationships with over 20 insurance companies in Canada, but only a portion of them provide the quality of product and service that aligns well with our expectations. That doesn't mean the rest are not available to our clients, it just means we tend to favour the providers who we can trust to supply a competitive solution while also treating our clients well when it comes time for servicing. 

Separately Managed Accounts

ETFs and Pools

Insurance & Specialized Products

Mortgages & Lending


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