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Novella Wealth
- Insurance
- Richmond, BC
About this business
Novella Wealth is a forward-thinking financial and insurance brokerage based in Richmond, BC. Our mission is to empower clients through financial education and strategic planning, setting them on a path toward achieving their financial dreams. Our "egg" logo symbolizes new beginnings, reflecting our commitment to nurturing both our clients and advisors through a familial and inclusive approach. We believe in building lasting relationships founded on trust, transparency, and a shared vision of success. Novella Wealth's adviso... read more
Location details
10691 Shellbridge Way #270, Richmond, BC, V6X 2V8, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Kinson has been helping me for many years and always provide sound advice.
Person abruptly ended the call when found it wasn't a fit, felt like a number, like next move along! Maybe it was his personality.. It was nice that Jason followed up with an email recapping the call which didn't help but showed customer service.
Kinson helped me select the insurance coverage that is best suited to my circumstances. I would recommend Kinson to anyone who is looking for professional advice on life insurance and critical illness insurance options.
Waste of time.. Just got off the meeting with Jason who abruptly said "nice meeting you!" He ended the call after me telling him that I would like to invest the loaned capital myself and not his subsidiaries which he obviously didn't like for whatever reason. Wanted me to take a loan and then let them invest that loan and pray that it performs well while paying the interest amd writing it off against my income to save some tax. When I mentioned I would like to control how the laoned capital was invested as I'm a professional... read more
Kinson has been an incredible financial advisor to work with. He’s helped me navigate FHSAs, TFSAs, and RRSPs while also giving me a wealth of knowledge about financial literacy in general. He always takes the time to explain things clearly, answer questions, and make sure I feel confident about my decisions. On top of being highly knowledgeable, Kinson is also very kind, approachable, and provides excellent client service. I really appreciate his support and would highly recommend him to anyone looking for guidance with the... read more
Frequently asked questions about Novella Wealth
How is Novella Wealth rated?
Novella Wealth has a 5 star rating with 263 reviews.
When is Novella Wealth open?
Novella Wealth is closed now. It will open tomorrow at 9:00 a.m.
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