Unit 270-10691 Shellbridge Way, Building 4, Airport Executive Park, Richmon,d BC, Canada V6X 2W8 604.370.3434
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EAGER | FRIENDLY | EXCELLENCE

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

COMMITED 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.

WANT TO LEARN MORE?

VIEW ALL OUR SERVICES HERE

OUR STORY

MESSAGE FROM OUR LEADERS

The three of us 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

GET IN TOUCH




Kinson Lai

BBA, CFP, CEO | Branch Manager

 

For Kinson Lai, clients are like a second family. Thriving on the personal connection of understanding his clients and their needs, Kinson believes the best financial advising is born out of trust. When not in the office, Kinson loves spending time with his wife, Mandy, his young daughter, Charaine and the latest additional to the family, young son, Clovis. Kinson is a busy man, yet he has mastered the art of prioritizing both work and family. He provides great perspective to busy clients looking for balance in their lives.

Edmond Ng

B.Sc., CIP, CRO | Branch Manager

After almost a decade in the insurance and investment industry, Edmond Ng is an accomplished wealth-building coach. Focusing on safeguarding portfolios, estate planning and investment diversification, Edmond loves helping his clients get a better night's sleep. Edmond spends much of his time serving tech professionals, young families and small business owners. He also mentors new financial advisors starting out in the industry. He has a hands-on style, both at work and on the golf course.

Jacky Ip

CTO | Branch Manager

Jacky Ip is ambitious and fast-paced. He specializes in "out-of-the-box" strategies and loves to help his clients explore new ideas to grow their wealth. Over the years he has found his specialty in wealth generation for business owners, young professionals and retirees. Outside of work, Jacky is also an avid foodie, amateur golfer and likes to enjoy the finer things of life. He does all of this with his loving and supporting family members, wife, Linda, sons Trevor & Ethan.