Financial planning for business owners

CanGift Exclusive

Gold Members in good standing with CanGift are eligible for unique savings with New Outlook Wealth (NOW) for financial planning - including cashflow, retirement, insurance, investment, and estate planning.

OPTION 1 - A Financial Review

1 annual FREE virtual Financial Review Meeting (via Teams/Zoom) with a Certified Financial Planner™ and/or a Real Wealth Manager™ who will conduct one of three basic services:

o Retirement savings and income projection review

o Insurance & risk management review

o Mortgage & credit management review

OPTION 2 - An Investment Review

1 complimentary Investment Portfolio review, in which one of our Financial Planners will take your redacted investment statements and review them in collaboration with a Certified Financial Analyst (CFA) who is a licensed portfolio manager, to analyze your investments for total fees, performance, asset allocation, and tax efficiency. 

Please complete the form and click SUBMIT! A representative of NOW will be in touch with you to book a virtual introduction in the next 24-48 hours.