Allan Barss, New Outlook Wealth Inc.

11/20/2022

Happy to be volunteering at the 2022 Grey Cup Festival in Regina!

11/13/2022

I’m very pleased to announce that I’ve joined New Outlook Wealth, providing independent financial advice to Canadians. It’s very exciting!

At New Outlook Wealth (NOW) we believe in the financial strength that comes from blending professional financial planning advice with independent, 3rd party asset management, bringing Canadians a true, transparent, and high performance wealth management experience at a much lower cost.

03/03/2022

Great article on designating beneficiaries. Its not always the best idea! Talk to me or consult with your financial advisor.

Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insurance policies without giving it a second thought (although in Quebec, beneficiary designations are only effective on insurance policies). ,Many Canadians designate a direct beneficiary on their RRSP, RRIF, TFSA or insura...

02/01/2022

My financial planning team is running a campaign for the month of February. You probably know someone, just like you, that could benefit from the advice and services we provide. To say thank you for your introduction, we will enter you into a draw with some fabulous prizes! There is no obligation for your referral to become a client. They just need to be open to having a casual conversation with us. click here to enter: https://forms.office.com/Pages/ResponsePage.aspx?id=YxxB3FIfkUS7UcTSFaHeI0BkguyjyDhOsNy8hAf3MUJUM1JTRTJTRDM3RFNUTTAwOFRRMDlZWDJSTS4u

01/20/2022

Here are some important dates and information to keep in mind when you are planning for your tax filing.

As you begin to get ready to prepare your 2021 tax return, we want to ensure you’re aware of important upcoming dates and deadlines so you have everything you need to file your return with minimal hassle,As you begin to get ready to prepare your 2021 tax return, we want to ensure you’re aware of...

06/05/2021

Join us for IG Wealth Management’s exclusive Summer Concert with Walk off the Earth, featuring Alan Doyle of Great Big Sea fame on Thursday, July 15th, 2021 at 6:00 pm MT/SK. Register before July 1st for a chance to win a guitar autographed by WOTE!

Teaser Trailer: https://www.youtube.com/watch?v=4kyNd6CPI9E
Register: https://forms.office.com/Pages/ResponsePage.aspx?id=YxxB3FIfkUS7UcTSFaHeI2JEUmag7zxKtvl0lvCkmY5UQk8zRVFGRERCOFk2MkJBUVhHMklFSlhXSCQlQCN0PWcu

Entry Code: 564Wozniak

11/15/2019

Gift now? Or provide an inheritance later? Things to think about as you ponder the best way to benefit your children and grandchildren.

Some parents like the idea of giving a gift of money to their children during their lifetime – to allow them to have cash when they really need it, whether to pay for a wedding, fund their education, or purchase a home

08/14/2019

Remember your advisor is in your corner through good times and bad.

Separation or divorce. Illness. Death of a loved one. Bankruptcy. Failed business. Job loss. Retooling for an entirely new career. A major unexpected expense. What all these have in common are heartache and financial setback.

05/01/2019

Today is the for most Canadians to file their personal return, but if you haven’t started already, it’s the perfect time to start your tax planning for the rest of 2019🗓️ . Get a head start by visiting ➡️ http://ow.ly/rWi650t9yER.
http://advisor.investorsgroup.com/en/jack_wozniak