Novel Wealth
60Developing25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada
About
Novel Wealth is a local financial planning provider in Toronto, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.
Senior Care Path Summary
Who This Provider Is Best For
Photo Gallery
Photos via Google Maps
Google Reviews
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256 Google reviews
Most recent reviews
omar abboud
2 months ago · via Google
I have been with Novel Wealth for over a year now and I can confidently say they are amazing. They are super responsive, extremely consultative, and have grown my portfolio significantly in a short period of time. If you are looking for someone to take over your investments, I HIGHLY recommend checking out Novel
Jeanette Rees
5 months ago · via Google
We’ve been working with Jeff and the team at Novel Wealth for about a year now and the experience has been exceptional. Our portfolio is growing and, just as importantly, we feel genuinely supported beyond investments alone. Jeff takes a holistic approach and is always connecting us with the right experts when needs come up. Mortgage renewal, he has a trusted person. Executive recruiter, he has you covered. What really stands out is how proactive and well connected he is. It feels less like a traditional advisor relationship and more like having a thoughtful partner in your corner who understands both your financial goals and real life needs. Highly recommend Jeff and his Novel Wealth team.
Trisha S.
5 months ago · via Google
Jeff Carter and team are amazing at what they do. From the first meeting till now, we've learned so much about how to manage our finances effectively. Jeff & team were able to build a solid plan for us, while always being patient and explaining everything thoroughly. It's a pleasure to work with this team, because they really seem to have their clients' best interest in mind. Every time I speak to them I learn something new and valuable. I would highly recommend Jeff and his team to anyone looking for help managing their finances and investments!
Summary of Google Reviews
Summarized by Senior Care Path from Novel Wealth's Google rating and recent reviews. Confirm specifics with the provider.
Novel Wealth holds an excellent 5.0-star rating across 256 Google reviews. Recent reviewers most often highlight caring, attentive staff and responsive, helpful communication.
Most common praise
- Caring, attentive staff
- Responsive, helpful communication
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
Location
25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada
Also serves
- Toronto and surrounding areas