Novel Wealth

Novel Wealth is a wealth management firm located in Toronto, Canada, that focuses on providing personalized financial services to Canadian professionals, especially those in tech and other high-skilled sectors. The firm aims to offer a family office-like experience at accessible prices, emphasizing transparency, low fees, and a client-first approach.

The services provided by Novel Wealth include comprehensive financial planning that integrates personal and business goals, investment management with a focus on steady growth, and family office services that ensure coordinated support from a multi-disciplinary team. They also offer estate planning, retirement planning, life insurance, and accounting services. The team consists of experienced professionals, including Certified Financial Planners and Chartered Professional Accountants, who work together to deliver holistic financial solutions tailored to high-income earners, such as HENRYs (High Earners Not Rich Yet) and individuals with side businesses.