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Novella Wealth - Integrated Wealth Management & Financial Services Vancouver

100 reviews

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Open 9:00 AM-5:00 PM now

10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada Get Directions

wealth management companies Best Wealth Management Companies in Canada Best Wealth Management Companies in British Columbia

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Service	Sub Service	Average Price Range (USD)
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

ABOUT Services Excellence Summary

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

SUMMARY 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.