Wealth Management 2.0

By separating financial advice from investments, our Advisors become partners in your financial success, sitting on the same side of the table.

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Financial Planning

Creating the plan is just the first step - ensuring it's implemented, reviewed and adjusted is an ongoing process. A good financial plan touches on every aspect of life, and can have a decades-long trajectory. The fee-based approach ensures those needs are being addressed through the life of the client-advisor relationship.

Investment Management

Our Asset Management Ecosystem provides clients a vast array of choices in terms of investment strategy, philosophy, and approach. All of our Portfolio Managers provide a white-glove experience that is connected to their NOW advisor and their unique financial plan.

Financial Toolbox

NOW clients benefit from being part of an ecosystem that is designed to maximize access to information, product and expertise. This includes: alternative investments; brokered mortgages & lending; brokered commercial lending; self-directed investing (SDI); bitcoin coaching & counselling; access to private issuers; and precious metals.

The NOW ecosystem

About our portfolio managers

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