NOW Program - CanGift | Canadian Gift Association

Exclusive Offer for CANGIFT Gold members

In the spirit of helping small businesses and entrepreneurs in Canada, New Outlook Wealth (NOW) has partnered with CanGIFT to support

Gold members in accessing benefits and services offered through NOW that can potentially save you thousands of dollars. How?

by reducing investment management fees, representing $5,000+ a year for most average investment portfolios in Canada;
by saving you income taxes through adjusting your cashflow to be more tax friendly, and by accessing the right tax credits and programs;
by reducing interest you pay on debt (personally or inside your business);
by analyzing the types and amounts of insurance coverage you have (life, disability, critical illness) and verifying for premiums and cost-effectiveness.

How do you take advantage of these value-added perks? It’s easy!

Go to www.newoutlook.ca and click on the “CanGIFT” logo! What can you find there? A whole menu of great offers, including:

✓ 1 annual FREE virtual Financial Review Meeting (via Teams/Zoom) with a Certified Financial Planner™ and/or a Real Wealth Manager™ who will conduct one of three basic services:

- Retirement savings and income projection review
- Insurance & risk management review
- Mortgage & credit management review

✓ 1 complimentary Investment Portfolio review, in which one of our Financial Planners will take your redacted investment statements and review them in collaboration with a Certified Financial Analyst (CFA) who is a licensed portfolio manager, to analyze your investments for total fees, performance, asset allocation, and tax efficiency. Book yours today!

✓ Exclusive access to quarterly CanGIFT Webinars featuring financial topics of common concern to business owners: how to manage cashflow better; how to reduce income taxes; how to manage risks (disability, death, illness); how to manage debt better; how to plan your succession; how to plan for a sale and exit; and so much more. Watch your inbox for invitations! These webinars are not open to the general public.

✓ 25% discount on advice-only financial planning services, in which one of our professional financial planners will build a financial plan for you and/or your business, to maximize income and cashflow, reduce taxation, prepare for the unexpected, and ensure a succession plan is in place. Use discount code: CANGIFT25 when purchasing an advice- only service. These advice-only services can be found at www.newoutlook.ca

✓ 50% discount on an annual subscription to AdviceCafé, for as long as you’re a CanGIFT member in good Simply use discount code: CANGIFT50 when subscribing at www.advicecafe.ca. What does AdviceCafé include?

Contact Us at NOW HQ: Winnipeg
1619 Pembina Hwy, Suite 100
Winnipeg, MB R3T 3Y6
Phone: 204-306-4NOW (4669)
info@newoutlook.ca

o Live Support & Personalized Financial Tools

- - LIVE AdviceChat (8am-8pm Central Time) to ask any financial question. Automated responses cover common inquiries, while our experts handle more complex issues.
  - Winton App helps you build a comprehensive financial profile so the professional assigned to your case can better understand your current financial situation and provide tailored advice.

o Digital Resources & Learning

- - SideDrawer App offers secure document storage with 256-bit encryption (higher than many banks), file sharing, and seamless collaboration with other professionals, ensuring privacy and efficiency.
  - The Morning Brew is a monthly digital e-newsletter from AdviceCafé, packed with timely and informative financial topics to keep you updated.
  - AdviceCafé Financial Learning Library offers a variety of action-based, interactive eLearning courses and videos, helping you gain the knowledge to become more financially aware and confident.