Invest For Your Future In Canada

Invest For Your Future In Canada
Your Trusted Financial Partner

Novella Wealth

Investment Difficulty

Your Financial Answers Right Here

We set different financial targets through a range of methods, informed by diverse perspectives. Our financial consultants possess the insight to identify where your true objectives lie. We can help you filter through the noise and provide a clear voice guiding your financial direction – carefully tailoring an optimal financial management solution just for you.

Confused about the mortgage shopping process?

Mortgage rates. It’s always a complex matter. When we consider getting a mortgage, we must factor in the term, rates, details in the fine print, and fully understand the limitations involved and how it all falls into place with your overall financial plan. It’s tedious and time-consuming, oftentimes leaving us frustrated despite our efforts. Fortunately, our expansive network of mortgage specialists can offer the best mortgage rates and a seamless, stress-free, timely mortgage shopping experience. With our guidance, homeownership is an easy and painless process.

Always late to seize growth opportunities?

Many people find themselves missing lucrative opportunities due to their inaction – partly because they’re indecisive, but also from waiting too long for prices to drop. Our team of seasoned financial consultants are equipped to map out your investment trajectories and keep you on the right track. Always remember – it’s never too early to start investing but be wary of hesitating for too long.

Want to make the rest of your life, the best of your life?

Even when people approach middle age, retirement still seems like a blip on the horizon. Understandably, retirement is difficult to plan, let alone start thinking about. As convention wisdom goes, “Two heads are better than one”, so come talk to our expert retirement plan advisors for a deep dive on how to best map out your retirement dreams!

Entrepreneurs: What next?

Starting a business is merely the first step in a long journey of running one. To operate smoothly, you’ll need a reliable team to work shoulder to shoulder with. But before you can focus on growth, you’ll first need to handle employee insurance, maximizing your taxes credits, and heaps of paperwork. Let us alleviate some of that pressure by providing your workforce with the proper insurance coverage. With your team taken care of, you will be well on your way to pushing for more business growth towards progress and success.

Clueless about investing and no time to learn?

Investments and technology have one thing in common: it’s always ever-changing. Many others are just like you, not knowing how to get started and unable to find time to study the market. We believe that we all have our expertise, with our forte being prudent investment planning. So, leave your investments to us and focus on living your best life. Our professional advisors will rigorously give you informed analysis that fortifies your every investment decision.

Fear of high taxes?

Everyone is aware of Canada’s hefty progressive taxes. It is possible taxation will become a big part of your expenditure. Consult our experienced advisors for optimal tax-saving strategies tailored to your circumstances. With us, we can alleviate your tax burdens, worry-free and hassle-free.

Worried that inflation is eating away your savings?

Countries all around the world are facing a price hike in their commodities. In the face of inflation that can threaten your hard-earned savings, we must find prudent solutions for all your investments. Our professional advisors move quickly to navigate to shifting market trends, swiftly enabling you to seize the investment opportunities as they arise and protect your asset.

New to Canada and don’t know what to do with overseas insurances and assets?

Whether you’re immigrating to Canada for the first time or returning from abroad, choosing whether to keep or abandon your previous insurance plan is a hard choice to make. We’re also aware that making a life here in Canada with your family requires comprehensive coverage. Hence, we need to give them the most robust insurance protection possible. Come down for a chat with our insurance advisors, so we can come up with an all-around protection plan for you and your loved ones.

Experience a stress-free journey to
your financial freedom

Independent brokerage.
Flexible solutions.

We are customer-centric, providing personalized investment products that are flexible and suitable.

We give you 101%

We always go the extra mile to give you the best service possible. We are dedicated to helping you navigate through investment blind spots and charter the best course ahead.

Your trusted partner for life

Managing finance is a part of life. We are committed to walking with you, side by side, through it together. Our round-the-clock advisors are at the ready, helping you answer the questions you may have anytime.

Proven and industry recognized

Our team of advisors have received numerous accolades for our work over the years and validation from the Million Dollar Round Table (MDRT). It is a testament to our proven abilities and spectacular investment returns.

A 5-Stars Service - Tried and Tested

We have received over 120 5-star Google reviews, crediting our down-to-earth, customer-centric approach to our services.

Diverse team of experts

Our team consists of many ethnicities with different cultural backgrounds, which helps us formulate the right strategies that cater to each customer’s unique circumstances.

Over 10 years of financial expertise

Our team of elites are seasoned advisors, with over 10 years of proven success. We are fully prepared to help take your financial goals to greater heights.

Awards

Our team of elite advisors have consecutively received the Million Dollar Road Table (MDRT), Court of the Table (COT), and Top of the Table (TOT) accolades.

Team of agents with MDRT status
AJ Insurances Agent of The Year 2017-2019
iA Outstanding Performer 2015
iA Continuous Production Bonus Qualifiers Award (2015 to 2020)
iA Business Development Bonus Award 2019 to 2020
B2B Bank Top Producer in Investment Loan Sales 2017
iA Dinner with the Stars Qualifier 2018 to 2020

Ask An Advisor

20-min online consultation

2,500+ Customer satisfaction

Since the beginning, Novella Wealth advisory team helped over 2,500 clients achieve their financial goals. Over 99% of customers were happy with their experience.

5.0 Google reviews

We have the highest Google reviews among brokers in Vancouver, with an average rating of 5 / 5.

What you say about Novella

Paul Yao has been my financial advisor for over 10 years. His approach is holistic and client-centered. Prior to creating a financial plan, he gets to know your entire situation from health and family, to current and future financial priorities. His manner is calm and patient. He works within your comfort level, and respects your boundaries regarding finance. His approach is step by step; as your comfort and confidence increase, accordingly, he presents options that optimize your goals. His communication and explanations are clear, simple, and jargon-free. In addition to monthly debriefing meetings, he is easy to reach and available for consultation. Paul is sincere and genuine in his desire to help you find calmness and peace of mind. He is a true professional who works with integrity and dedication. I highly recommend him as a financial advisor.

Kinson is just the perfect combination of professional and personable. He offers great professional advice while keeping in mind the personal needs of his clients. He’s never pushy. Basically what Kinson does is he listens carefully to what we need and based on his expertise, he offers what he thinks are our best options to achieve our financial goals. Over the years, we’ve placed our trust in him and he’s always delivered. We greatly appreciate his financial service and we’re super lucky to have found Kinson for financial guidance.

Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important 🙂

Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his team

Novella Wealth spent personal time with us to get us set up for our financial future, and was patient and determined to give us the best they could offer. I didn't feel rushed or pushed to do anything, they were very focused on making sure we were happy with their services.

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604-370-3434

Address #270-10691 Shellbridge Way
Building 4, Airport Executive Park, Richmond BC V6X 2W8

Email info@novellawealth.com