As always fantastic customer service
April 7, 2022
Unprompted review
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Company details
- Financial Planner
- Accounting Firm
- Financial Consultant
- Investment Company
- Tax Advisor
- Tax Preparation Service
Information provided by various external sources
Fee Only Financial Planning. No commissions or incentives. As fiduciaries, we only work for you. Fully customizable services designed to save you money so that you can reach your goals faster. Your best interests are our best interests. That's Novel.
Contact info
611-55 Lombard St, M5C2R7, Toronto, Canada
- 4166628958
- [email protected]
- novelfinancial.ca
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We hired Novel for an investment review.
We hired Novel for an investment review and estate plan. We had our money mostly in cash/savings, and were very new to the world of investments. We now have an understanding of our risk tolerance, and have each opened our own brokerage accounts. Thanks to the coaching from Novel throughout the process, we are now well equipped to buy and sell ETFs on our own. This will enable us to make sure that we put our money to work and maximize our savings for our young children's education. Before working with Novel, we didn't realize the implications of not having wills and power of attorneys in place. We are now confident that our children will be taken care of if anything were to happen to us.
April 5, 2020
Unprompted review
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