New Outlook Wealth

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.

We have been clients of Chris since 2005. Together we have planned our financial path and by following Chris’s guidance, have secured a solid retirement base. There were downturns in the economy such as 2008 where we had to listen to advice instead of noise. Because of Chris, we came through with much better results than those who panicked and abandoned their long term direction. I recommend Chris not only because of his knowledge, but his integrity and the wealth of people from whom he can gain wisdom to pass along.

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.

We have been working with Andrew Smart and his team for several years. He takes pride in helping people plan for their future. Andrew is very qualified and knowledgeable in his position. He’s also honest and trustworthy and works very hard and quickly to ensure your expectations are met. Sending out a big thank you and much appreciation to him and his team! Kayla and Kris.

We have had the fortunate pleasure to have met and work with Sheryl over the past 12 years now and have realized that entrusting her to manage our investments is the Smartest and by far the Best decision we have ever made. Not know much about investing, Sheryl has provided strong insight, advice as well as compassionate care over the years as our portfolio has continued to grow.

We were able to Retire early, at age 60 due to the portfolio growth over the years and are so thankful for Sheryl’s continued commitment, communication, and Care shown in all areas of this relationship.

I highly recommend Sheryl to any level of Investor, be it a Newbie to the Investment world or a Savvy seasoned Investor!