Did you know that out of nearly 150,000 investment advisors in Canada, fewer than 15,000 are client-facing Certified Financial Planners (CFP)? At Novel, we believe that expertise should be the cornerstone of your financial plan. Unlike most advisors who are product-focused, our CFPs offer advice tailored to your unique needs.
Freedom of Choice
You're in control when it comes to engaging with our team. Every client at Novel is paired with a lead CFP, giving you direct access to qualified expertise.
Unlimited Access for Wealth Management Clients
If you're a wealth management client, your planner is at your beck and call, ready to address any financial concerns or needs as they arise.
Advice-Only for DIY Investors
Prefer to manage your own investments? Our advice-only planners are available at an hourly rate to help you achieve your financial goals. From cash flow reviews and tax planning to investment and retirement assessments, we offer a broad range of services to keep you on track.
