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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 |
Henry Hung had been my financial advisor for years now. I was hesitant at first, but turns out that was unnecessary. Not only he was able to help me invest money in all the right places and generate a very pretty return. He’s also able to put me in directions where I can save on my income taxes. His customer service and knowledge in the industry is a second to none. I personally work in the service industry as well and I understand that in customer service, your knowledge and service level is equally as important. I highly r... read more
I have had a really positive experience working with Novella Wealth. My financial advisor Jason Kwok has been fantastic. He is very knowledgable and takes the time to sit down with you to make sure you understand what direction your finances are going. It has been a pleasure so far. Highly recommended!
My advisor, Jason Kwok is very patient, understanding and knowleagable. He understood our financial needs, gaps area of the improvement, and came up with really effective financial planning ideas. I am really satisifed with his service. Thanks, Jason.
I’ve had a great experience working with Jason Kwok at Novella Wealth. He has helped me gain a better picture of my overall financial situation and worked with me to develop an investment strategy tailored to my needs and goals. Jason is incredibly responsive, easy to work with. He always takes the time to answer any questions I have, and explains things in a way that’s easy to understand. I highly recommend him to anyone looking for a knowledgeable and trustworthy financial advisor.
I’ve had a great experience working with Sylvia. She always provides clear, detailed information that helps me fully understand my options before making any decisions.
Frequently asked questions about Novella Wealth
How is Novella Wealth rated?
Novella Wealth has a 5 star rating with 258 reviews.
When is Novella Wealth open?
Novella Wealth is open now. It will close at 5:00 p.m.
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