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Financial Planning

Novel Wealth

66Good

25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada

5.0(256 Google reviews)

Last updated September 2026

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Highly rated (4.5+ on Google)Well reviewed (256+ reviews)

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.

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Services

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Who This Provider Is Best For

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Languages Supported

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5.0

256 Google reviews

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
ThemesStaff & careCommunication

Most recent reviews

  • Roel Chang

    Roel Chang

    2 months ago · via Google

    I’ve not always had the best experience dealing with advisors from different financial institutions. Often feeling like my money is all they’re interested in, not my goals. Initial meetings were often the only meetings…no follow ups, no check-ins or touch points. This team has earned my trust, respect and confidence (even though I don’t always complete requested tasks in a timely manner). All members are accommodating, understanding and patient and have always been great and proving clarity and results!

  • Daniel Kim

    Daniel Kim

    4 months ago · via Google

    Mike and the Novel Wealth team have been a pleasure to work with since we started with them last year. They took the time to understand our full household picture and the onboarding process was smooth and well-organized. Whenever I've had questions, they've responded quickly and clearly. Would recommend them to anyone looking for a knowledgeable, accessible advisory team.

  • omar abboud

    omar abboud

    4 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

Licenses & Registrations

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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

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Location

25A Morrow Ave Ste 202, Toronto, ON M6R 2H9, Canada

Also serves

  • Toronto and surrounding areas

Frequently Asked Questions

What services does Novel Wealth offer?

Novel Wealth is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.

How do I book an appointment with Novel Wealth?

Send a request through the form on this page with your name, email and phone. We pass it to Novel Wealth so they can reach you about a time that works, and a Senior Care Path advisor can help you compare financial planners in Toronto. It is free, with no pressure.

Is Novel Wealth verified by Senior Care Path?

This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.

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