NW
Novel Wealth
Planification financière holistique et gestion de patrimoine pour un avenir sûr.
5
Business
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Planification financière holistique et gestion de patrimoine pour un avenir sûr.
Novel Wealth est un cabinet de conseil financier de premier plan à Toronto, offrant une gestion de patrimoine personnalisée et des stratégies d'investissement. L'équipe, dirigée par Jeff Carter, propose une planification financière complète avec une approche centrée sur le client, axée sur des objectifs à long terme et un accompagnement holistique. Reconnue pour son expertise, sa réactivité et ses partenariats de confiance, elle aide les clients à naviguer dans des décisions financières complexes avec clarté et assurance.
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Gestion complète de portefeuille d'investissement adaptée à vos objectifs financiers et à votre tolérance au risque.
Des stratégies holistiques couvrant la budgétisation, l'épargne, la retraite et la planification successorale pour une sécurité à long terme.
Des conseils d'expert sur les options d'investissement, les tendances du marché et l'allocation d'actifs pour optimiser la croissance.
Surveillance continue, communication réactive et mises en relation avec des professionnels de confiance tels que des conseillers en prêts hypothécaires.
Des explications claires et des ateliers pour aider les clients à comprendre les concepts financiers complexes et à prendre des décisions éclairées.
Note globale
Jeanette Rees
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.
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!
Martha M Clementino
We have been working with Jeff and team for just over a year and it's been a great experience. We have full trust and confidence in him and his team. They are very responsive and down to earth and our investments continue to grow. Highly recommend to anyone looking for a wealth management team.
Phia
We've had an excellent experience working with the Novel Wealth team over the years, in particular Jerome Townsend and Ryan Di Florio. They are knowledgeable, responsive, and genuinely invested in our long-term financial well-being. They take the time to explain things clearly, offer thoughtful guidance and make complex decisions feel manageable. We've always felt supported and highly recommend to anyone looking for trusted financial advisors.
Sara Cecchetto
Mark and the team at Novel Wealth have been amazing to work with. We were originally intimidated by the process of setting up an investment account but they've made it so accessible, informative and easy. They took the time to explain our options in detail without rushing us to make decisions. They're always super quick to answer emails or questions. Overall an amazing team and experience!
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