Unit 270-10691 Shellbridge WayBuilding 4, Airport Executive ParkRichmond BC Canada V6X 2W8
Call us today to open the next chapter of your story.
Herman started his personal finance journey when he turned 19 years young. He had rushed to open his RRSP so he could start investing, shortly after that, he opened an RESP so he could start saving for his two young sisters.
Over the years, Herman wore many different hats. He worked hard in the kitchen as a young aspiring chef and patissier. Then he travelled the globe as a flight attendant, but he never forgot his passion for finance.
Even before formally starting his career in finance, Herman always kept up to date on the latest investment knowledge, various different planning strategies, and money tips. His clients love working with him because he is able to hone in on the issue and tailor a solution to them, which makes them feel heard. His zen-like approach to money philosophies is very comforting and refreshing. Friends and clients alike would describe him as very empathetic, relatable, knowledgeable, and fun. The word ‘money’ means different things to different people, so why should you be treated the same as everyone else?
BBA, CFP® | Founder
For Kinson, clients are like a second family. Thriving on the personal connection of understanding his clients and their needs, he believes the best financial advising is born out of trust. When not in the office, Kinson loves spending time with his wife, Mandy, his daughter, Charaine and son, Clovis. Kinson is a busy man, yet he has mastered of the art of prioritizing both work and family. He provides great perspective to busy clients looking for balance in their lives.
BA | Business Development Manager
Ever since joining the team at Novella, Cynthia learned the importance of protecting families as well as their wealth. As an advisor, she strives to provide her clients with excellent customer service and advice that could assist them into planning for a brighter future. She is an enthusiastic individual who loves music and sports. Most importantly, Cynthia loves helping others and this career allows her to do that every single day.
Henry is a dedicated individual who works non-stop around the clock to provide guidance, professional advice, and insights to his clients. He is committed to all his clients and always willing to go out of his way to support their needs. He is knowledgeable and has access to a broad network of experts in various fields, which allows him to help his clients to build holistic thorough strategic plans that are tailored to their specific short-term and long-term goals in life. Henry stands out from others because he is someone who can always confide in, puts his clients’ interests first, and looks out for them as he looks out for his own friends and family. This has enabled him to build strong and long-lasting partnerships with every single one of his clients. After working hours, Henry loves badminton and hanging out with friends.
BFA | Team Leader
Zoe Lee is a passionate and caring individual who has helped her clients grow their financial wisdom over the years. She achieves this by sharing market updates regularly and patiently guiding her clients through their financial blueprints. She focuses her service in providing most tax efficient strategies to business owners, young professionals and retirees to preserve wealth to meet their mid and long term goals.She enjoys showing her clients the best suitable ideas to grow their wealth. Before joining the financial industry, Zoe has extensive experience in building business and customer relationships by providing the best possible solutions to fulfill clients’ needs. Outside of work, Zoe loves sharing her passion in sports, healthy lifestyle and travel experiences on digital social media.
Alvin is a huge basketball and LA Lakers fan. Alvin trusts that everyone should enjoy their own living style. Alvin would love to be your “Phil Jackson” to plan how to accomplish your financial goal in every different stage of life. Alvin would love to be your “Shaquille O’Neal” to block off the obstacles that you might encounter in your life. Alvin would love to be your “Derrick Fisher” and help everyone to become ” Kobe Bryant” to win their own “Most Valuable Player Award”. Are you ready to join Alvin’s team to win? Are you ready to be champion of your life?
BA | Operations Supervisor
BA, CFP® | Team Leader
Annie Chiang believes that fortitude is the key to success. As a certified financial planner, she values the importance of planning ahead and believes that reaching financial freedom requires consistent foresight and determination. With 9 years of experience in the financial industry, she understands the importance of building trust and rapport with her clients while customizing holistic financial planning plans for them. She is determined to ensure success for her clients. Annie may seem quiet at first, but that is only because she is a good listener. She believes that the foundation of a successful business is built on trust and communication.
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 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.
CPA, CMA | Sales Supervisor
Ivan specializes in personal life insurance planning and real estate investment. He trusts that the dots will connect in your future. The moment you allow him to join your life journey and assist you in making one of the most important financial decisions, you know you are checked in for financial security and longevity. Together, you and Ivan will work towards the future you envision for yourself.
B.Sc | Business Development Manager
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. His relationships with his clients start from friends and then become extended family members. There is nothing more satisfying to Thomas than witnessing people accomplishing their financial goals. He strongly believes in team building with his peers and thus encourages everyone to converse or even challenge him as Together Everyone Achieves More!
B.Sc., CIP, CFP® | Co-Founder
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.