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Financial Planning

New Outlook Wealth

57Developing

1619 Pembina Hwy, Winnipeg, MB R3T 3Y6, Canada

5.0(30 Google reviews)on Google

About

New Outlook Wealth is a financial planning firm based in Winnipeg, Manitoba focused on independent wealth management.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

Photos via Google Maps

Google Reviews

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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.

See all 30 reviews on Google

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

ThemesStaff & careAtmosphere

Services

Financial Planning

Licenses & Registrations

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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.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

1619 Pembina Hwy, Winnipeg, MB R3T 3Y6, Canada

Also serves

Winnipeg and surrounding areas