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Novella Wealth - Integrated Wealth Management & Financial Services Vancouver photo
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver photo
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver photo
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver photo
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver photo

Novella Wealth - Integrated Wealth Management & Financial Services Vancouver

5.0 100 reviews
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Address: 10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada Get Directions
Wealth Management Companies Best Wealth Management Companies in CA Best Wealth Management Companies in BC

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $100 - $200 Call to Book
Wealth Management $200 - $500 Call to Book
Tax Planning $150 - $300 Call to Book
Insurance Services Critical Illness Insurance $50 - $100 Call to Book
Life Insurance $100 - $300 Call to Book
Disability Insurance $60 - $120 Call to Book
Investment Advice Portfolio Management $200 - $400 Call to Book
Real Estate Investment $150 - $300 Call to Book
Retirement Accounts (e.g. Call to Book
RRSP) $100 - $250 Call to Book

What people love

From reviews
Knowledgeable financial advisor(15) Professional service(8) Patient explanations(5) Passionate about finances(2) Thorough advice(2) Friendly team(1) Tailor-made services(1) Responsive and organized(1) Valuable recommendations(1) Attentive to financial needs(1)

About this business

Novella Wealth - Integrated Wealth Management & Financial Services Vancouver Family owned since 2013, Novella Wealth has been supporting your financial freedom in Canada. We continue to build trust and are dedicated to our mission. We strive to ensure that you make the best financial decisions for a successful and fulfilled life. Our professionals are authorized to serve clients in BC, ON, AB, and SK. We promise top quality advice that is tailored to your needs. Our core services encompass the following: Integrated Wealth Management – Life Insurance – Tax-Saving Solutions – Retirement Planning – Legacy Planning-Investment and Savings – Corporate insurance – Mortgage Planning

Reviews Summary

Kinson Lai's overall feedback is very favorable, with clients frequently praising his professionalism, knowledge, and readiness throughout the financial planning process. He is attentive, and his individualized strategy according to the clients' desires. Kinson is a proficient, compassionate, and straightforward financial adviser who strives to make his services easily comprehensible and interactive. Clients frequently recognize Lai for providing them with great confidence when it comes to their financial future, and they often recommend him. Kinson's recommendations are highly recommended since he is well-prepared to prepare for the next chapter of his life. Kinson Lai unquestionably gives high-quality financial preparation, risk management, and assistance for other financial decisions.

Location & directions

Richmond, British Columbia
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver
Wealth Management Companies
Address
10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada
Hours
Closed Now
Get Directions
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver Reviews · 5.0 average
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