New Outlook Wealth - Independent Financial Planning Advice for all Canadians

Friends don't let friends pay high fees.

Our financial planning model is based on a few key principles:

that both clients and advisors benefit from the separation of asset management from financial planning;
robust financial planning is something all Canadians, regardless of wealth, deserve
that low investment management fees should be more accessible to all Canadians

If you know someone who would benefit from this approach, please introduce us to them!

Your recommendation is confidential, secure, and shared ONLY with your NOW Advisor.

Clients will earn 100 Air Miles for all qualifying referrals!

Referral Intake Form

Your Name

Their name - who are you referring?

Your Email

Their email (if you know it)

Their phone number (the BEST way to reach them)

Your Air Miles collector number

Who is your current NOW Financial Advisor?

What is your relationship to the the person you are referring?

Close friend
Close relative
Coworker or colleague
Other

Why do you think your NOW Advisor should reach out to your referral?

By continuing, you agree to be contacted by New Outlook Wealth or one of its representatives, to verify any information provided above.

You confirm that you have communicated to the individual you have referred to us, in confidence, informing them that they should anticipate a call, text or email from your NOW Advisor, only. The referral will NOT be contacted by anyone else from New Outlook Wealth.

There is no obligation to maintain communication with NOW and anyone can opt-out at any time.

NOTE: Air Miles are awarded to existing clients who refer new prospective clients, contingent on the referred client actually meeting with the NOW Advisor (either in person, by phone, or via Zoom/Teams).

New Outlook Wealth - Independent Financial Planning Advice for all Canadians

A New Outlook on Wealth Advice for all Canadians

REFERRALS WELCOME!

Friends don't let friends pay high fees.

Referral Intake Form