Novella Wealth – Integrated Wealth Management & Financial Services Vancouver
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.
WHAT WE DO
Our diverse team of experts is here to leverage their extensive knowledge to write this beautiful story together. We are fully dedicated to providing in-depth wealth, investment, and insurance management services that enrich your every financial goal. Our relationship is one of collaboration, where we take your needs, background, and goals and bring them all to life. And we aspire to be your trusted partner for life. Let’s start the next chapter of your life together.
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.
RETIREMENT PLANNING
When you’re retired, everyday is like the weekend, and on the weekends, we have all kinds of time and opportunities to spend money. We need to start planning for it to ensure a reliable income for your ideal retirement life.
LIFE INSURANCE
Your health is your greatest wealth and asset. Safeguarding it for you is our mission. Leveraging our wealth of experience as all-rounded insurance brokers, we offer a range of life insurance products that uphold our commitment to your family’s wellbeing.
INVESTMENT AND SAVINGS
Investment and savings are like planting a seed to grow a tree. A tree may grow and mature without much effort, but with a little more attention and care, the same tree may flourish into something magnificent.
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
Wei Jun Feng
05:17 06 Jan 23
Kinson was super helpful and patient in explaining the plan he recommended for my wife and me. He is knowledgeable and... detailed oriented.read more
Joe Wong
15:54 07 Dec 22
Zoe Lee can provide professional opinion on finance related questions. She is patient and listens to me attentively. I... feel comfortable when talking to her. She can reply to my questions promptly.read more
daphne tsao
23:54 28 Nov 22
Our family was helped by Kinson. With his expertise and exceptionally patience, he helped us to navigate the best plan... for the family to ensure our minors and ourselves are well covered!!read more
Dr. Michael Horowitz
22:31 13 Sep 22
Thomas C. Chan is a master of his trade, a great communicator & really understands his clients needs. I really enjoyed... watching his Youtube educational videos and in person he's a real guy who genuinely cares about his clients. Happy to be working with Thomas and the Team!read more
Alan Quan
16:44 15 Aug 22
Kinson and his team are great. Lays everything out and no pressure - allows family to make the decision. Great advice... and insight and in all things family and finance related. Definitely recommend.read more
Yardley Yu
00:58 06 Jun 22
Kinson helped me with insurance and investment planning. He is thoughtful and patient. I highly recommended Kinson to... you if you have any financial planning needread more
Brendan Li
04:55 06 Mar 22
What an amazing financial planner! Very professional. Sylvia helped me understand and achieve financial goals that's... above and beyond what I need. She explains everything crystal clear to me so I am able to learn and fully understand the strategies and plans. Thank you Sylvia for everything. I am very happy with her service and look forward to achieve more goals with her. I would highly recommend Sylvia as your financial planner!read more
DaDa Cheng
20:00 23 Feb 22
Kinson has been providing amazing financial advice and support. He explains everything in details. The financial... services he introduced to me are well planned, considering medium term and long term of growth. Most importantly, he is very genuine and trustworthy. The way he provides feedbacks/ advice make me feel secure while having rooms to explore and build my financial self-efficacy.read more
Jenice Chau
05:10 23 Feb 22
Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in... terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important 🙂read more
Joanne Chow
05:24 11 Feb 22
Herman has been a pleasure to work with so far. He is very professional and spells out every option in detail. He... ensures that I leave every meeting with all my questions answered. He makes me feel like there are no dumb questions and encourages me to bring concerns to the table at every meeting so that we can discuss and resolve together. He is very timely, responsive, and flexible. He is very passionate about his work - you can tell that he loves his job! This is very important for clients to see, and I highly recommend Herman if you're new to financial planning.read more
Jisoo Lee
21:16 02 Feb 22
I’ve had the chance to have Herman as my advisor. He really listens to every aspect of your needs and future goals, and... is always available to answer any questions. He’s very passionate about helping other people, and his professionalism shows.read more
Li M Tang
07:41 23 Jan 22
Edmond and Regina were referred by our friends, and we were very thankful for it.Edmond was super helpful and patience... in our search for the right product. He ensures that we fully understood the process and clears up any doubts that we had. He is very knowledgeable about the insurance products in market.We are really satisfied with their help and services, highly recommended.read more
arun kumar
18:28 24 Nov 21
Absolutely amazing service from Kinson. He is very helpful and knowledgeable financial advisor. He went above and... beyond to help us. He made the whole process simple, friendly, and easy.I would highly recommend him and Novella team for anyone who is looking for financial advice.read more
Justin Yap
17:25 20 Nov 21
Sally is exceptional and has your best interests in mind. She explains everything very clearly and is patient with you... if you don’t understand the policies. I will continue to refer others to her for their investment and insurance plans.read more
taylor richards
02:54 19 Nov 21
Sally assisted me with all my investing needs and helped create a plan for my future. I appreciate the ease of... accessibility and the readiness to help me make changes when I require it. Sally is friendly, professional and is easy to talk with. When I had lots of questions or needed extra explanations, she was very patient and helpful.read more
Eunice
04:01 18 Nov 21
I had a great experience with Herman! He was very patient with me as I am new to investing, incredibly knowledgeable,... and easy to talk to. He was always happy to answer any questions I had. Overall, a very great experience and I highly recommend him!read more
Ed Lee
01:34 16 Nov 21
Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent... life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his teamread more
Dylan Reimer
05:16 02 Nov 21
I recently got life insurance with Novella Wealth and was personally assited by Raj Sewak. Raj was very helpful in... explaining the life insurance benefits and helped set up my account for me. This is my first time getting life insurance and Raj made is very easy to understand. Overall I would say the experience was very smooth and that I would recommend my friends and family to Raj.read more
Turnill Greene
13:14 29 Sep 21
Having no knowledge with financials, Kinson helping me set up different accounts for managing my money. He is really... friendly and making it easy to understand. Since then he checks up on me and advices strategies about my portfolio to keep building savings for rainy days and financial goals. I'm sure he will be happy to help!read more
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
Barry Lai
04:17 24 Mar 21
I have worked with Paul at Novella Wealth for a few years now. Under his professional guidance, I have been able to... grow my wealth consistently. He is knowledgeable and always quick to respond to any of my questions. Even though I tell Paul I am a high risk investor, he knows I have a low tolerance for risk. He is able to build a portfolio for me that suits my needs and I'm comfortable with. I've been making money every year, I think that is the best compliment I can give any financial advisor. Ask for Paul at Novella Wealth.read more
GET IN TOUCH
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.
Contact
Address: Unit 270-10691 Shellbridge Way Building 4, Richmond, B.C., Canada, V6X 2W8
Tel: 604.370.3434
Fax: 604.370.3535
Email:
Tel: 604.370.3434
Fax: 604.370.3535
Email:
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