New Outlook Wealth
66Good1619 Pembina Hwy, Winnipeg, MB R3T 3Y6, Canada
Last updated September 2026
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New Outlook Wealth is a financial planning firm based in Winnipeg, Manitoba focused on independent wealth management.
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Claim this listing →Senior Care Path Summary
New Outlook Wealth is an independent Canadian wealth management firm whose advisors hold the Real Wealth Manager designation. Clients work with a certified financial planner and a dedicated portfolio manager, with a focus on net worth, growing savings and passing wealth on to the next generation.
Options include ongoing wealth management, advice-only planning for those who prefer to invest on their own, and a fee-based family capital advisory service for higher-net-worth families. The firm says it offers more than one way to pay for advice. Reviewers often mention long-term relationships and help lining up investments for retirement or after the loss of a parent.
Editorial summary by Senior Care Path based on verified listing data, last reviewed September 2026.
Conditions & Needs Supported
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Fees & Payment
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Who This Provider Is Best For
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Google Reviews
5.0
30 Google reviews
Most recent reviews
D Low
a year ago · via Google
I’ve had the pleasure of working with Andrew Smart as my financial advisor for many years, the experience was nothing short of excellent. From the moment we first met, Andrew’s professionalism and thorough understanding of the financial landscape were immediately apparent. He took the time to listen to my financials goals and concerns, offering tailored advice that was both insightful and practical.
Janine Wlasichuk
4 years ago · via Google
Sheryl Saari has been our financial advisor for the last 14+ years. When my husband and I were thinking of retiring, Sheryl helped us line up our investments to facilitate the transition from a working lifestyle to retirement. Sheryl has been great to work with; professional, always available, responsible, friendly and extremely knowledgeable in her field. Like having a good doctor or accountant, a good financial advisor is an extremely important asset. Sheryl Saari is that person for us. We are very pleased with Sheryl's performance over the years and we would not hesitate to recommend her to anyone.
wendy whalley
4 years ago · via Google
I met Sheryl Saari, my Financial Adviser several years ago following the death of my mom. Sheryl provided information and counselling related to investing a small inheritance I received and she has been educating me and supporting me ever since. She moved to a new company, New Outlook Wealth about a year ago and it was such a good decision I followed her and year later my investments have grown significantly and I feel confident financially. Sheryl is a competent, honest and trustworthy person and she has done her best to build my investments to meet my retirement needs. She is a proven professional who is always available to discuss my financial plan well as my insurance and health care plan needs. I appreciate what she has done for me and my family and I look forward to many more years of partnership with Sheryl and with New Outlook Wealth.
Summary of Google Reviews
Summarized by Senior Care Path from New Outlook Wealth's Google rating and recent reviews. Confirm specifics with the provider.
New Outlook Wealth holds an excellent 5.0-star rating across 30 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.
Most common praise
- Caring, attentive staff
- Warm, welcoming community
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Location
1619 Pembina Hwy, Winnipeg, MB R3T 3Y6, Canada
Also serves
- Winnipeg and surrounding areas
Frequently Asked Questions
What services does New Outlook Wealth offer?
New Outlook Wealth is a financial planning provider in Winnipeg, Manitoba. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
How do I book an appointment with New Outlook Wealth?
Send a request through the form on this page with your name, email and phone. We pass it to New Outlook Wealth so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Winnipeg. It is free, with no pressure.
Is New Outlook Wealth verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.