Acuity Conference Spotlight: Time for Change in Wealth Management

The wealth management industry is facing a trust and service gap. A 2023 study reveals that only 6% of Canadian investors are receiving truly comprehensive advice from their wealth management professionals. Even among full-service clients, just 57% report having a financial plan and alarmingly, 43% of those don’t believe their advisor’s recommendations align with their best interests. These numbers tell a clear story: clients expect more, and advisors who fail to adapt risk losing both trust and business. At the Acuity Conference, Michael van Lierop, FDFS™, RWM™, of New Outlook Wealth, will present Practice Management – Time for Change, a session dedicated to closing these gaps.

Michael will share strategies to:

• Deliver comprehensive, client-focused service that goes beyond the standard portfolio review.
• Build sustainable business growth while improving the client experience.
• Meet evolving regulatory expectations with confidence.

This is an unmissable opportunity to explore how disruption can be a catalyst for stronger client relationships and better business outcomes.

Register by the September 30 to hear from leading thought leaders in the tax and financial services, in Beautiful Puerto Vallarta, November 23-26. Only at Acuity 2025!

Last Year’s Attendees on Speaker Michael van Lierop:

"A unique new approach for advisors to consider."

"Highlighted a fresh, alternative business model."

"Great insight into financial planner issues."

"The presentation was well-delivered"

About Sponsor New Outlook Wealth (NOW)

Since its founding in 2020 by Michael van Lierop and a team of seasoned financial planners in Manitoba, New Outlook Wealth (NOW) has grown rapidly - making its first acquisition in 2022 in Winnipeg, and expanding into Saskatchewan. NOW is headquartered in Winnipeg, with regional offices in Brandon and Regina.

NOW has exclusive referral arrangements with a curated shelf of ICPM (Investment Counsel Portfolio Management) firms across Canada managing over $30B in AUM, notably: BCV Asset Management, Cardinal Capital Management, Kinsted Wealth, Dixon Mitchell, and Harness Investment Management (Purpose Investments).

These arrangements all follow a highly regulated shared services / co-servicing model in which the registered portfolio manager provides NOW clients custom investment solutions, entirely separate from the financial planning and insurance advice provided by NOW advisors.