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New Outlook Wealth Inc.

Financial Services · Canada

Website

About New Outlook Wealth Inc.

Fairness for Clients. Fairness for Advisors. The future is here, NOW.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Winnipeg, Manitoba
Founded
2020
Company type
Privately Held

Our vision is to elevate Canadian's wealth management experience with a financial advisory model that provides robust, customized financial planning paired with top-tier investment counsel.

We aim to protect Canadians by reducing conflicts of interest between them and their financial advisors. We aim to strengthen their understanding with greater financial literacy. And we hope to expand their horizons, with unrestricted access to products and services to meet their financial needs.

Specialties

  • financial planning
  • wealth management
  • investment advice
  • insurance
  • risk management
  • estate planning
  • business owners
  • executives
  • asset management
  • SMAs
  • Discretionary Asset Management
  • independent advisor
  • portfolio management
  • low investment fees
  • no compliance
  • and no sales grid

Company locations

  • Winnipeg, Manitoba, CA

Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.

On LinkedIn

Followers
1,242
People linked to this company
24

People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.

Employer category

Other employer

Estimated from the company profile. This category has not been confirmed by the employer.