Novella Wealth – Integrated Financial Service | Top Insurance Broker Vancouver
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.
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.
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 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.
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.
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.
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 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.
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.