You can manage your own investments, but most people underperform relative to a professionally managed portfolio once emotion, time, and expertise are factored in. Even most active fund managers fail to consistently beat a simple index over the long run (cite: SPIVA Canada Scorecard, 2025) — which is exactly why the portfolio managers we work with focus on consistent risk-adjusted performance rather than just beating a benchmark.

Managing it yourself also means bearing the full emotional ride of market swings without a second opinion when it matters most.

Do I need a wealth manager or can I manage my finances myself?

What services are included in wealth management?

Along with our partner portfolio managers who take care of the investment component of your wealth management, we are full service financial planners which includes retirement planning, cash flow planning, tax optimization, estate planning, and risk management (insurance planning). Some firms also provide business planning, and succession strategies. The goal is to integrate all financial aspects into one coordinated plan. This ensures your finan­cial decisions work together efficiently.

How do I choose the right wealth advisor?

For us this is an easy question. Our philosophy at New Outlook Wealth is to always put the client’s best interests first, ahead of everything else. This means working closely with the client to figure out what their needs are and what their expectations are. By understanding where you are now and what your goals are it will allow us to build a clear path to help you achieve your financial goals. It should be a collaborative approach with trust and transparency at the very core of the relationship. The biggest issue is working with a client that is engaged. If you want the help, we want to provide it for you. But you should be the priority instead of the assets you hold.

How much money do I need to start wealth management?

A minimum of $50/month is all you need to open an account with New Outlook Wealth. Some firms require a large minimum deposit — we don't, because we believe support shouldn't be reserved for people who already have significant assets.

The earlier you start, the more time compounding has to work in your favor, so we built our entry point low on purpose. If you're ready to see what a plan could look like, book an introductory meeting

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