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, CFP, 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.

Tom Ng

financial advisor

 

After getting into the insurance and investment industry, Tom believes that everyone should have their own personal financial advisor that they can trust. He helps people achieve their goals through his sophisticated yet simple and effective financial planning. His large knowledge base comes from his relentless and willingness to learn and to do the best at everything that he encounters. When the financial suit is off, Tom is like everyone else who loves to spend time with friends and family.

Thomas Chan

B.Sc | Senior Advisor

 

Throughout his years with Novella, Thomas has built a reputation for developing personal financial strategies, setting up risk management, and accumulating wealth for young individuals and families. Starting from friends and becoming extended family members, there is nothing more satisfying than witnessing people accomplishing their financial goals. Thomas strongly believes in team building with his peers. Thus, he encourages everyone to converse or even challenge him as Together Everyone Achieves More!