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We know that each of our client’s story is unique and beautiful, so to ensure that we could hear all that you have to say and that your financial future is as bright as they could be, we created a simple process for you to follow

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In our first meeting we want to get to know you through a series of common questions and sample financial plans; we want to know what makes you tick. This is also where we lay some groundwork for the story to come.
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We dive into what has been working for you, what concerns you may have, and start to get some financial background of where you are at and where you want to be. This is an important step for us to getting to really know you and finding out how we can work well together
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Now that we have gotten to a good start, let’s bring to the stage the Heroes and Villains of your finances. Through a series of questions and reviews we eliminate the Villains in your financial path and create more Heroes to be on your side to victory.
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Our heroes still need to be tested on their journeys and through continuous monitoring and review, we ensure that the heroes fight through the treacherous path of changing economic climates and lead you to victory.
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Just like how your story will never really end, we want our friendship to continue to grow and expand. When we work together, we are not just simply your advisors but friends that will watch you grow.



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.


In your 20s or 30s, the prospect of retirement seems far away. But a bit of preparation now can open up countless options for enjoying your later years. Our Novella advisors can help you build savings now so you can spend freely in the chapters ahead.


Up in years but never planned out your finances when you were young? The good news is that it’s never too late. If you start acting now, you can still take advantage of the time that’s left. We work with the current assets you have and help you integrate new assets along the way.


Even if you are self-employed or don’t have a job, extended health benefits are an option for you. Nothing is as important as your health, and being covered for future unknowns can give you great peace of mind. We can find you great plans that include secondary practitioners, prescriptions, dental and even travel medical.


Proper setup of your accounts prior to your departure can make life much easier, even if you all you have is a home, a family cottage or a savings account. We can show you how to maximize and even multiply the inheritance you’ll leave behind, all while minimizing your estate’s tax burden.


Small business owners have unique opportunities and challenges in arranging their finances. Take advantage of the full range of options at your disposal to access your wealth without triggering income and dividend taxes. With a firm grasp of tax law, we can also help you find additional tax credits so you’ll keep more money in your pocket. Your financial dreams don’t have to stay in the realm of fantasy. We believe that your best financial future is still ahead of you. Connect with a Novella advisor today to get started.


No matter if you’re in the start-up or growth phase of your business, as employers we want to ensure that we take care of our employees. Having a competitive benefit plan is both a way to secure your best employees but also a great attractor for new talent. After years of experience in this area,  we can say that not all plans are created the same but more importantly not all advisors are the same. Come check out Novella’s “close-family” approach and compare what your advisors might not be doing for you.


It's people that count. As a relationship-based firm, our focus is entirely on serving our clients well. We manage each portfolio with the same care that we give our own.