Home - Novella Wealth

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OUR STORY

ABOUT THE NOVELLA FAMILY

According to Wikipedia: A novella is a written, prose narrative normally longer than a short story. It derives from the Italian word “novello”, which means “new”. At Novella, we want to help you write a “new” financial “story” with all the beauty that you can dream of. Our “egg” logo signifies both a new beginning for our clients and our advisors and we treat everyone like part of our extended family.

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We Are

EAGER TO GUIDE

A great story teller takes the ordinary and brings it to life. At Novella, we do the same. The financial world can feel dull and even confusing, but we specialize in helping our clients find the thrill in writing themselves a richer future.

We Have

BUILT ON FRIENDSHIP

We go far beyond the norm for financial advisors, and you’ll often find us helping our clients with personal needs far outside of our job description. Our clients are our friends: that’s just the way we do business.

We Offer

COMMITTED TO EXCELLENCE

Diligence is our mantra. We are constantly working to optimize your investments, maximize your savings and minimize your taxes. We also keep a close pulse on developments in the industry so that you can rest easy.

BUYING A HOME

Especially in Vancouver, purchasing property may feel like a dream that is out of reach. But building a down payment and buying a home is achievable: it just requires the right plan to get there. That’s where we can help.

LAYING THE GROUNDWORK FOR A FAMILY

Once you start a family, a range of fresh financial questions come to mind. Yet making sense of RESPs, life insurance, and family income protection can feel difficult. At Novella, we want to help you arrange your portfolio to preserve, protect and profit your growing family.

GETTING OUT OF DEBT

If life has taken some difficult turns, salvaging your situation can feel impossible. But the good news is that debt can be temporary. We can help you get on track, rebuild your savings, and even own your own home one day. Even if you don’t have much income, we can help you walk the road to financial freedom.

OUR STORY

MESSAGE FROM OUR LEADERS

We created Novella with the same vision of inclusion, we wanted to ensure that all of our clients and our advisors are like part of our extended family. We also know that each of us has a story to tell and we hope to give our members a voice to showcase their stories and the tools and education to write whatever they want in the future pages to come. Our philosophy is simple; do unto others as you would do unto your own family.

VIEW ALL OUR MEMBERS

WHAT OUR CLIENTS SAY

Novella Wealth

5.0

Based on 110 reviews

LIN LUO

14:19 14 Jul 21

I trust this team because Sylvia can provide professional consult for my financial management. She periodically reviews... my investment and makes some necessary changes to insure my investment getting gains. She also provides new insurance information to me so that I can make decisions. I feel happy and satisfied with her suggestions.read more

Freeman Lam

23:27 03 Jul 21

I was very happy to be able to smoothly set up a meeting time with my advisor Cynthia To. Cynthia is informative,... patient, and passionate about her work. This is evident in our interactions and her assessment of my current financial needs and investing goals. I look forward to continue partnering with Cynthia, and most of all to keep learning about how I can better manage my finances!read more

Naila Nizar

19:38 01 Jun 21

Paul Yao has been my financial advisor for over 10 years. His approach is holistic and client-centered. Prior to... creating a financial plan, he gets to know your entire situation from health and family, to current and future financial priorities. His manner is calm and patient. He works within your comfort level, and respects your boundaries regarding finance. His approach is step by step; as your comfort and confidence increase, accordingly, he presents options that optimize your goals. His communication and explanations are clear, simple, and jargon-free. In addition to monthly debriefing meetings, he is easy to reach and available for consultation. Paul is sincere and genuine in his desire to help you find calmness and peace of mind. He is a true professional who works with integrity and dedication. I highly recommend him as a financial advisor.read more

Emily Cheng

23:23 29 May 21

Highly recommended! I have been with Novella for many years. I had no idea about financial planning. Edmond is... considerate and forward thinking. He helped me plan for my needs at different life stages. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. Amazing work! Thank you for giving me piece of mind!read more

Joyce Wong

07:23 22 Apr 21

I've been with Novella for 7 years now and they have really helped me reach my financial goals. Cynthia is very... knowledgeable and professional, always putting her clients first. She truly listens to your needs and concerns, explaining all the different options, working with you to create a realistic plan and achievable goals. I always felt comfortable going to Cynthia for advice, even if the situation wasn't looking good, you know you can trust her to find a solution. Aside from the excellent client service, Cynthia is a fun, approachable, and friendly person!read more

Nicole Chan

16:53 21 Apr 21

Read this review knowing that I am a finance/accounting professional, who manages millions of budget and operations for... multi-national corporations.Zoe Lee is my go-to-person when I have to make important decisions that would impact my wealth management. Not only is she cares deeply about your present and future well being, she is also knowledgeable. She keeps me informed with my portfolio proactively, and provides meaningful suggestions. She is keen on building substantial and trustful long term relationships.read more

Tommy Li

16:11 18 Apr 21

Having really no knowledge with financials, Cynthia did a great job helping me set up different accounts for managing... my money. She is really friendly and takes her time when explaining different concepts, making it easy to understand. She also checks up on you and makes sure you are updated if there are any changes happening. Contact Cynthia if you have any questions regarding your financials as I'm sure she will be happy to help!read more

Jenny Wu

05:32 14 Apr 21

I’ve always wanted to know and learn how to manage my finances, and thankfully I met Cynthia! She was able to help me... create my own financial plan with my goals and anticipated plans in mind. She is someone who provides honest and realistic advice whenever needed, and made the entire process very comfortable and at ease. She was able to clarify all the different options and terms to me in a way that was easy to understand, and would always be available to answer any questions I had at any time. She has always been professional and knowledgeable, and someone who truly listens to your needs. Would definitely recommend Cynthia to anyone looking to achieve their financial goals!read more

Angel Yao

05:21 14 Apr 21

I met my Advisor - Zoe Lee couple years ago from a Virtual Seminar. During the seminar, I realized “Estate Planning”... is really important. I sent an email to Zoe and set up a one on one appointment. During the appointment, she gave me some good advises on how to make more money on investment and lower my tax ( No Joke, I made more money but I paid less tax!!). 2 years later, she help me to increase 25% of my investment. Thank you Zoe for your professional service.read more

Brandon Lee

10:16 08 Apr 21

I’ve been with Novella, and in particular Edmond, now for nearly a decade and it’s been going wonderfully. Edmond... always find a way of explaining the market in terms that I am able to understand and working out adjustments that suit my needs. He’s very friendly and approachable. Highly recommended.With Novella, I’ve been able to watch my finances grow over the years. I bet that sounds like a cliche ad, but it’s so true. I’m glad I began working with him all those years ago.read more

Helena Huen

19:34 03 Apr 21

My husband and I switched our portfolios over to Edmond from the bank advisor over 6 years ago and have never looked... back. We always feel well taken care of. He is knowledgeable, detail oriented, and kind. When coming up with comprehensive plans for us, he always makes sure to first understand what our goals are before presenting options to us. He definitely has our interests at heart.We are very happy with the growth in our different portfolios with him.Thank you so much, Edmond! We hope to continue this relationship and friendship for many years to come.read more

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CONTACT

Kinson Lai

Cynthia To

Henry Hung

Zoe Lee

Alvin Tong

Emily Yau

Annie Chiang

Tom Ng

Ivan Tan

Thomas Chan

Edmond Ng

Sylvia Lau