Find a Fee-Based or Fee-Only Financial Planner In Toronto

I waited almost a year to write this review to ensure I got the full experience with Novel Wealth.

I'm happy to report that our experience has been top notch.

From their consistent communication to their willingness to go above and beyond for their clients, it exceeds what I was looking for in a wealth management company.

From Wealth through to their Accounting team, we can rest assured that our family and business financials are well taken care of.

Thank you!

I was looking for a fee-based planner with integrated investment, taxation and estate planning expertise.

After a thorough search I chose to work with Nancy based on her many stellar reviews.

She has proven to be incredibly helpful, as well as very pleasant to work with.

She’s kind and patient, really listens, and brings a great deal of knowledge to the table.

She is genuinely knowledgeable about taxation and estate issues, and supports me in making key decisions with confidence.

I’ve worked with Andrew and team for over 10 years.

Best choice I’ve ever made!

My family and I are set up with a solid financial plan thanks to this group’s knowledge and dedication.

And best of all, they care!

They really do have our best interests at heart!

The plans and products they recommend are the very same they utilize for their own families.

You can 100% expect quality and reliable services from a great group of people.

I always look forward to our annual meetings!

Great financial services team.

I've been working with John for a couple of years now who's been nothing but fantastic.

The returns have been solid and he's been great about encouraging the full spectrum of financial health without being pushy about it.

The supporting team is excellent as well, everyone at the office is prompt and professional.

Chris recently helped us with a comprehensive financial plan.

We appreciated his expertise, professionalism and specifically his knowledge on corporations.

He went through all of our details carefully to make sure nothing was missed.

Would recommend to anyone looking for a fee-only financial planner.

Really enjoyed working with Marlene on mapping out my financial plan and various scenarios for retirement and streams of income.

She was incredibly thorough and the process was designed in a way not to be overwhelming and allowed for time to digest and ask all appropriate questions.

I would highly recommend for anyone in the pre-retirement phase who doesn't have a pension and needs a clear plan for how and when they can retire.