Novel Wealth
Company

Novel Wealth

Financial Services Ca 13 employees
Employees
13
Contacts
1
Emails
1

Novel Wealth Overview

Headquarters
Ca
Industry
Financial Services
Employees
13
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Novel Wealth

Novel Wealth is a forward-thinking 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/

Novel Wealth Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Novel Wealth Org Chart

Sample employees and titles
Name Title Contact
E Brian Johnson Creative Director - Media Producer - CMO
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Katie Davies Novel Wealth Concierge
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Michael Masotti Cfp® Clu® Cim® Co-founder & Partner at Novel Wealth
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Sham Flora, Cfa, Cfp Lead Advisor at Novel Wealth - Building
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Employees by Management Level

Executive 1 profile
Director 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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