WHAT DOES YOUR FUTURE LOOK LIKE?
Novel Wealth is a forward-thinking money management team for Canadian professionals.
Modern, Relatable & Entirely Focused On You
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.
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.
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.
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Eight Money Mistakes Your Probably Making
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