Since its founding in 2020 by Michael van Lierop and a team of seasoned financial planners in Manitoba, New Outlook Wealth (NOW) has grown rapidly - making its first acquisition in 2022 in Winnipeg, and expanding into Saskatchewan. NOW is headquartered in Winnipeg, with regional offices in Brandon and Regina.
NOW has exclusive referral arrangements with a curated shelf of ICPM (Investment Counsel Portfolio Management) firms across Canada managing over $30B in AUM, notably: BCV Asset Management, Cardinal Capital Management, Kinsted Wealth, Dixon Mitchell, and Harness Investment Management (Purpose Investments).
These arrangements all follow a highly regulated shared services / co-servicing model in which the registered portfolio manager provides NOW clients custom investment solutions, entirely separate from the financial planning and insurance advice provided by NOW advisors.