Wealth Advisors for

Canadian Professionals

Move beyond big banks and DIY platforms to a dedicated team of advisors
focused on helping you build wealth - and minimize taxes.

Take Control Of Your Finances

With An Experienced Financial Team

Got questions? Book a call with one of our helpful advisors.

Designed For You

We go beyond the one-size-fits-all offerings of banks and generic advisors with a personalized, fully integrated, done-for-you service.

Expert, Trained & Certified

At Novel, your finances are managed and monitored by a team of expert, highly trained and certified professionals.

Your Questions answered

No Sales Targets

Banks and insurance companies are driven by sales targets. Our CFPs and CPAs have a legal fiduciary duty to put you first.

What People Say About Novel Wealth

Vince C.
Principal Design Lead & Family Man

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.

Manar El Mugammar
President at Shine Talent Group

"Prior to working with Novel, my husband and I managed everything independently using DIY platforms like Wealthsimple. We were essentially handling our entire financial future through self-directed apps without a cohesive, overarching strategy.

It caused a significant amount of stress and anxiety. A trusted colleague recommended Novel Wealth, highlighting their partnership with portfolio management firm Q Wealth and their track record with professionals and families in our exact position.

The standout for us has been the seamless, true "white-glove" experience. Novel provides a clear long-term roadmap. We now have complete clarity on where we’ll stand at retirement and how to navigate key milestones like funding our children's education while maximizing government benefits and tax efficiencies.

We look forward to the future knowing a proactive, rigorous plan backs our family's financial well-being."

Andrew B
Account Tech Strategy | Microsoft

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.

DOWNLOAD YOUR GUIDE

Eight Money Mistakes You're Probably Making

-And How To Fix Them

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