At Novel Wealth, we don't believe in one-size-fits-all investment solutions. Our Q Wealth portfolio managers work closely with you to develop an investment strategy that aligns with your individual needs and goals. From hands-on portfolio management to more streamlined options, our services are designed to fit your lifestyle, whether you're an investing novice or have a well-established portfolio.
At Novel Planning, we understand that financial well-being isn't a one-stop destination—it's a journey. That's why our Certified Financial Planners are equipped to guide you through every twist and turn. From comprehensive financial blueprints to targeted advice, our services adapt to meet your needs. Whether you're a full-service client, opting for scaled-down management, or a DIY investor, we're your partners in crafting a brighter financial future.
At Novel Planning, your protection is our mission. As independent brokers, we scour the Canadian insurance marketplace to secure coverage that genuinely fits your needs—at the best possible rates.
Whether you're seeking Disability, Life, Critical Illness, Personal Health, or Travel insurance, we've got you covered. It's all part of our commitment to be your one-stop financial partner.
At Novel Planning, we take the complexity out of accounting. Our Chartered Professional Accountants work in harmony with your financial planners to create a tax strategy that aligns with your broader financial goals. From personal and corporate tax filings to business incorporation, restructuring, and bookkeeping, we've got all your accounting needs covered. The result? A seamless, team-based approach to executing your financial plan.
