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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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.
- JT
Jerome Townsend
Partner, Advisor · Finance & Accounting
EmailPhone - AW
Anastasia Wasylyk
Operations Associate · Operations
EmailPhone - RD
Ryan di Florio
Wealth Advisor · Finance & Accounting
EmailPhone - MD
Mark Davies
Managing Partner, Cfp, Clu, Cim · Finance & Accounting
EmailPhone
Showing 4 of 16 verified contacts
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
Sign up to unlock all 16 contacts at Novel Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
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