Novella Wealth - Integrated Wealth Management & Financial Services Vancouver
Hours:
Closed Now
Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout 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.
Frequently asked questions
6 questionsWhat do Novella Wealth clients say about the financial planning services?
Clients frequently praise Kinson for his professional and thorough approach to retirement planning and wealth management. Reviewers highlight his ability to provide clear explanations and tailored advice, making the process feel effortless and secure.
Does Novella Wealth offer life insurance services, and how do clients feel about them?
Yes, they provide life insurance among other insurance services. Clients appreciate Kinson's patience and detailed explanations regarding critical illness insurance, feeling well-informed about their options and confident in their decisions.
What services does Novella Wealth provide?
Novella Wealth offers a range of services including Financial Planning (Retirement Planning, Wealth Management, Tax Planning), Insurance Services (Critical Illness Insurance, Life Insurance, Disability Insurance), and Investment Advice (Portfolio Management, Real Estate Investment, Retirement Accounts).
What are the operating hours for Novella Wealth in Vancouver?
Their hours are as follows: Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Who leads the team at Novella Wealth, and what do clients think of his expertise?
Kinson Lai leads the team and is frequently described as knowledgeable, professional, and trustworthy. Clients appreciate his commitment to their financial goals, often noting his ability to provide tailored advice based on their individual needs.
Where is Novella Wealth - Integrated Wealth Management & Financial Services Vancouver located?
10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada
Location & directions
Richmond, British ColumbiaNovella Wealth - Integrated Wealth Management & Financial Services Vancouver
Wealth Management Companies
Address
10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada
Hours
Closed Now
Novella Wealth - Integrated Wealth Management & Financial Services Vancouver Reviews · 5.0 average
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