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Novel Wealth

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:

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HeadquartersToronto, CanadaEmployees15(1 to 10)Websitenovel-wealth.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

15

1 to 10 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

16 contacts with verified email or phone · masked until revealed.

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Top roles at Novel Wealth

8 distinct titles indexed · top 8 shown.

  • 4wealth advisor
  • 2associate wealth advisor
  • 2partner, advisor
  • 2senior accountant
  • 1lead advisor
  • 1managing partner, cfp, clu, cim
  • 1operations associate
  • 1partner & advisor at novel wealth

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