We're a money management team for Canadian professionals. Over 300 families trust us to help them build wealth and pay less tax. We don’t just manage money - we build futures. With over 200 5-Star reviews, discover a personalized, done-for-you experience that goes beyond big banks and DIY platforms - and saves you fees. Visit our website or drop us a comment or DM, and we can answer your questions. It’s that easy. Why clients choose us: - Our "Family Office" service provides clients the simplicity and savings of a fully integrated, done-for-you financial service. - Our highly trained and certified team has a fiduciary duty to prioritize the client’s financial needs above everything else. - We open doors to high-calibre institutional-grade asset classes unavailable to retail investors. Discover an easy, personalized, done-for-you experience that goes beyond the limitations of big banks and DIY platforms - and saves you fees. For our disclosure information, please visit our website: https://www.novel-wealth.com/
| Website | https://www.novel-wealth.com/ |
| Employees | 15 (8 on RocketReach) |
| Address | 25 Morrow Ave, Suite 202, Toronto, Ontario M6R 2H9, CA |
| Industry | Financial Services |
| Keywords | Wealth Management, Financial Planning, Investment Management, Portfolio Management, Retirement Planning, Financial Advisor, Money Management, Investment Advisor, Wealth Building, Personal Finance, Tax Planning, Estate Planning, Tech Professionals, High Net Worth, Fee Based Advisor, Personalized Investing, Financial Services, Investment Strategies, Passive Investing, Long Term Investing |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +47 more (view full list) |
Looking for a particular Novel Wealth employee's phone or email?
Mark Davies is the Managing Partner, CFP, CLU, CIM of Novel Wealth.
8 people are employed at Novel Wealth.
Novel Wealth is based in Toronto, Ontario.