New Outlook Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

1619 Pembina Hwy Ste 100, Winnipeg, Mani...

Phone Number

(431) 277-6646

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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Jun
ZI Rank
1
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About New Outlook Wealth

New Outlook Wealth Inc. is dedicated to enhancing the financial planning experience for Canadians by offering advice-only financial planning and wealth management services. The company prioritizes client needs, providing direct access to professional advisors and a fiduciary duty to ensure clients' best interests are met. They specialize in strategic financial leadership for public sector employees and promote a multi-disciplinary approach to wealth management. With a focus on empowering clients to make informed financial decisions, New Outlook Wealth aims to set clients' money free from restrictive investment practices.Explore more
New Outlook Wealth's Social MediaPopular SearchesNew Outlook Wealth IncJames Rodgers - New Outlook WealthNew Outlook WealthRodgers - New Outlook Wealthcom NewOutlookWealthSIC Code 62,628NAICS Code 52,523Show more

New Outlook Wealth Org Chart

PhoneEmail
YV
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Director, Operations

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KM
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Specialist, Advisor Support

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GS
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Office Manager and Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

New Outlook Wealth

<$5M
1-10
Private
-
2020
YV
Yevheniia VostrikovaDirector, Operations
<$5M
1-10
Private
-
2010
CM
Carl MasonFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
AP
Ana PerezOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

New Outlook Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

New Outlook Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about New Outlook Wealth.

New Outlook Wealth Tech Stack

A closer look at the technologies used by New Outlook Wealth

Top Finance Companies

Frequently Asked Questions Regarding New Outlook Wealth

What is New Outlook Wealth's official website?
New Outlook Wealth's official website is www.newoutlook.ca
What is New Outlook Wealth's Revenue?
New Outlook Wealth's revenue is <$5 Million
What is New Outlook Wealth's SIC code?
New Outlook Wealth's SIC: 62,628
What is New Outlook Wealth's NAICS code?
New Outlook Wealth's NAICS: 52,523
How many employees does New Outlook Wealth have?
New Outlook Wealth has 1-10 employees
What industry does New Outlook Wealth belong to?
New Outlook Wealth is in the industry of: Finance, Securities Trading
What is New Outlook Wealth competition?
New Outlook Wealth top competitors include: Investment Planning Counsel, CKM Financial Services, Investment Planning Counsel, Client First Group
What technology does New Outlook Wealth use?
Some of the popular technologies that New Outlook Wealth uses are: reCAPTCHA, HostPapa, MailChimp, JQuery 1.11.1
How do I contact New Outlook Wealth?
New Outlook Wealth contact info: Phone number: (431) 277-6646 Website: www.newoutlook.ca
What does New Outlook Wealth do?

New Outlook Wealth Inc. is dedicated to enhancing the financial planning experience for Canadians by offering advice-only financial planning and wealth management services. The company prioritizes client needs, providing direct access to professional advisors and a fiduciary duty to ensure clients' best interests are met. They specialize in strateg... ic financial leadership for public sector employees and promote a multi-disciplinary approach to wealth management. With a focus on empowering clients to make informed financial decisions, New Outlook Wealth aims to set clients' money free from restrictive investment practices.Read More

What are New Outlook Wealth social media links?
New Outlook Wealth Linkedin page New Outlook Wealth Facebook page
Is New Outlook Wealth a public company?
New Outlook Wealth is private company therefore does not currently have an official ticker symbol
See more information about New Outlook Wealth

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