Expert believes the couple can retire this year, but only if they maintain their existing spending.
New Outlook Wealth Inc.
Financial Services
Winnipeg, Manitoba 947 followers
Fairness for Clients. Fairness for Advisors. The future is here, NOW.
About us
Our vision is to be a leader in wealth management, serving the financial needs of families, professionals and business-owners across Canada. We aim to offer quality advice and products to clients at a fair price, taking financial planning from the exclusive domain of High Net Worth clients and delivering it with professionalism, enthusiasm and passion to all Canadians.
- Website
-
http://www.newoutlook.ca
External link for New Outlook Wealth Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Winnipeg, Manitoba
- Type
- Privately Held
- Founded
- 2020
- 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
Locations
-
Primary
Get directions
Winnipeg, Manitoba, CA
Employees at New Outlook Wealth Inc.
-
James Rodgers BGS
Senior Financial Planner at New Outlook Wealth Inc. Building realistic, sustainable financial futures
-
Yevheniia Vostrikova
Helping to bring the future of wealth management to financial advisors across Canada
-
Kelly McGonigal
Vice President, Financial Planner CFP
-
Jack Wozniak, CFP, CLU, CHS
Just an average Jack with a CFP
Updates
-
For people converting their RRSP to a RRIF, there are crucial considerations, say experts, including opening a RRIF before you turn 71.
Happy 71st birthday! You now must convert your RRSP into a RRIF. Here’s what you need to know
advisorstream.com
-
A lack of savings is the loudest clue that the pessimists are all wrong.
Write It Down Over and Over Again: There Is No Retirement Crisis
advisorstream.com
-
Canadian government pensions, writes David Aston, come with a decision that isn’t always easy to make — when to pull the trigger.
Ready to retire? Here’s what you need to know about CPP and OAS (Psst! Timing is everything)
advisorstream.com
-
Some top companies have gotten rid of college degree requirements altogether.
Fewer Young Men Are Going to College — Here's a State-By-State Breakdown of Where They'll Have the Best and Worst Job Prospects
advisorstream.com
-
The central issue that behavioural finance faces is that – at its core – it is asking investors to stop doing things they inherently and instinctively want to do.
Five tips to avoid psychological investing mistakes.
advisorstream.com
-
With inflation remaining aggravatingly high, it’s easy to assume this works against you in all parts of life. But there are ways the self-employed can benefit.
Good Debt Versus Bad Debt And Ways You Can Benefit From Inflation
advisorstream.com
-
Process has coincided with a rise in price in the past and is due to take place again on Saturday.
What is bitcoin halving – and will it affect the price?
advisorstream.com
-
Here’s what it costs to have the 10 most common ”Check Engine” ailments repaired.
Study Shows Almost Half Of All Cars Are Driven With Warning Lights On
advisorstream.com
-
Ottawa says only a small percentage of taxpayers will be subject to the changes. In reality, a much wider spectrum of Canadians will be impacted.
3 big questions about how the capital gains tax increase affects you
advisorstream.com