Vancouver Wealth Management | Retirement | Insurance | 溫哥華專業理財團隊
Personal Finance for Canadian Families
🎯3,000+ families helped with tax-smart investing
🇨🇦加拿大理財•投資•稅務•退休
📍Serving BC·AB·ON·SK·MB·NS
👇Book a 1-on-1
https://linktr.ee/novellawealth Since 2013, we have empowered individuals, families, and small business owners across Canada to take control of their financial futures.
𝐖𝐡𝐚𝐭 𝐬𝐞𝐭𝐬 𝐮𝐬 𝐚𝐩𝐚𝐫𝐭
? We're an independent brokerage, offering unbiased advice and a wider range of financial products than traditional brokers. We believe in educating our clients, providing them with the knowledge to make informed financial decisions.
𝐎𝐮𝐫 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬:
‣ 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬:
Protecting you and your business with a full suite of insurance products, from health and life to corporate coverage.
‣ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭:
Personalized strategies to grow and protect your wealth.
‣ 𝐓𝐚𝐱 𝐎𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧:
Strategies to minimize your tax burden and maximize your financial efficiency.
‣ 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 & 𝐋𝐞𝐠𝐚𝐜𝐲 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠:
Comprehensive planning to ensure your financial security and leave a lasting legacy. Our advisors are licensed to serve clients in British Columbia, Ontario, Alberta, and Saskatchewan. With over 200 5-star reviews, we take pride in delivering professional and exceptional service. Novella Wealth 是一家位於加拿大卑詩省列治文的創新金融及保險經紀公司，自2013年以來，致力於為加拿大的客戶提供專業理財保險服務。我們的使命是透過財務教育和策略性規劃，引領客戶走向實現財務夢想的道路。我們的「蛋」形標誌象徵著新開始，體現了我們對客戶及顧問的關懷，秉持著家人般的親切及包容性。我們堅信信任、透明度和共同的成功願景是建立長久關係的基礎。
我們的服務
‣ 保險方案：提供全面的保險產品，從健康保險、壽險到企業保險，為您和您的事業提供全方位的保障。
‣ 投資與財富管理：量身訂製的策略，助您增長並保護財富。
‣ 稅務優化：制定減少稅務負擔及提高財務效率的策略。
‣ 退休與傳承規劃：提供全面的規劃，確保您的財務安全，同時留下長遠的傳承。
我們的顧問持有執照，可為卑詩省、安大略省、亞伯達省及薩克其萬省的客戶提供服務。我們更獲得超過 200 個五星好評，充分體現我們的專業和卓越服務。
