Like many tech professionals, I had savings and investments that weren't managed properly. My GICs, ERSPs, mutual funds, and insurance policies weren't optimized for my family's actual needs.
Then I moved to Novel Wealth. What I value most is having reliable, knowledgeable, and professional advisors who can service all my financial and tax needs in one location.
Today, I feel much more confident. I know what my retirement plan looks like and, most importantly, how to expedite it.
Before working with Novel Wealth, I had only dealt with big banks that offered limited options and high fees. Novel Wealth exceeded my expectations with its personal, client-first approach and genuine family vibe. Now, I have a holistic financial solution that manages risk while supporting steady growth—without the headaches.
Moving my portfolio to Novel is one of the best financial decisions I have made. I liked their transparency and the honest approach. They helped me understand the art of the possible. They look after my investments as if they are their own. I am getting a great ROI, all thanks to Novel. They have become my trusted advisers.
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Novel Wealth has been a game-changer for my financial portfolio. Their team took the time to truly understand my goals and tailored a strategy that felt personal, practical, and forward-thinking.
Every recommendation comes with a thoughtful explanation, so I feel confident and informed. They're proactive in identifying opportunities and risks, and I’ve seen meaningful improvements in how my portfolio is structured and performing.
Before working with Novel, finances were a major source of stress. I realized that professional guidance could reduce my anxiety, especially around questions about the kids, university and retirement.
The partners at Novel Wealth are genuine and easy to talk to. I can ask them basic questions without embarrassment. I’d recommend Novel Wealth to anyone who feels overwhelmed and wants someone trustworthy to steer the ship.
After I started working with Novel Wealth, I understood why they are ‘Novel.’ They have easily saved me tens of thousands of dollars in taxes, maximized my investments, and did it all with fair fees and complete transparency.
Without exaggeration, it’s become one of the most important relationships we have. Reach out and say hello—they are friendly, down-to-earth, and not pushy or salesy. Especially if you are in the tech space, this is the team to make it happen for you.
Novel came highly recommended by other respected people in the tech space, and after our first meeting, I knew they were the right fit. They took the time to understand my unique situation as a tech worker with a side business and a family.
They created a comprehensive plan that connects my business goals with my personal financial future. Before I started working with Novel Wealth, my finances were like unoptimized code. Now, I feel confident my money is working efficiently for me.
