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.
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.
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.
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.
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.
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.
- A.Levan, Visionary & Community Leader
I needed expert help and peace of mind when it came to dealing with my finances and building my financial future. I had spoken to a couple of advisers and settled with Novella Wealth because I felt that they understood my unique circumstances best and offered advice that felt the most relevant to my present situation and also taking into account creating a foundation for my financial future.
- T.Tsang, Advisor
Extremely knowledgeable and charismatic individuals who strives to bring out the best in all those around them...sensitive, compassionate nature makes them one of the best at coaching and mentoring newer associates.
- F.Yan, Accountant
There are many financial advisors in the Greater Vancouver Area that are good, and then there are a few which are great. Novella Wealth has financial advisors that stands out from the rest. I would highly recommend their financial advisory services to anyone wanting to get a handle on their financial situation.
- H.Li, Solutions Architect
Our mindset for growth, choice of lifestyle, and overall strategy in life are similar so we can often relate in conversations. Our relationship transcends adviser and client, and I feel that he always has my best interest in mind.
- R.Frumson, Advisor