Novella Wealth - Richmond
5/5
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based on 8 reviews
Contact Novella Wealth
| Address : | 10691 Shellbridge Way #270, Richmond, BC V6X 2W8, Canada |
| Phone : | ๐ +7 |
| Postal code : | 6 |
| Website : | http://www.novellawealth.com/ |
| Categories : | |
| City : | X |
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HK Eats on Google
โ โ โ โ โ I just completed my RRSPs account set-up with Cynthia To and just want to praise her attentive service and professional advice to help me get started with everything. This is my first time buying RRSPs and she helped guide me through the process incredibly well. Everything was quick and easy and seamless. Looking forward to working with her on my next investment and insurance products. Thank you Cynthia!
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Ed Lee on Google
โ โ โ โ โ Thomas and his team are very professional and honest. They put in much time to analyze and compare the best permanent life insurance type and insurance vendor for our special needs. We know that our portfolio is being monitored closely, giving us a great level of confidence in our investments. We would highly recommend Thomas Chan and his team
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Jisoo Lee on Google
โ โ โ โ โ Iโve had the chance to have Herman as my advisor. He really listens to every aspect of your needs and future goals, and is always available to answer any questions. Heโs very passionate about helping other people, and his professionalism shows.
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DaDa Cheng on Google
โ โ โ โ โ Kinson has been providing amazing financial advice and support. He explains everything in details. The financial services he introduced to me are well planned, considering medium term and long term of growth. Most importantly, he is very genuine and trustworthy. The way he provides feedbacks/ advice make me feel secure while having rooms to explore and build my financial self-efficacy.
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Jenice Chau on Google
โ โ โ โ โ Sylvia is extremely well educated and honest when it comes to my financial planning. As a student, I needed guidance in terms of my finances and she has definitely helped steer me into the right direction to plan for a successful future! She explains everything in a clear and concise format for me to understand as a student which I think is really helpful and important :)
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Li M Tang on Google
โ โ โ โ โ Edmond and Regina were referred by our friends, and we were very thankful for it.Edmond was super helpful and patience in our search for the right product. He ensures that we fully understood the process and clears up any doubts that we had. He is very knowledgeable about the insurance products in market.
We are really satisfied with their help and services, highly recommended.
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Brendan Li on Google
โ โ โ โ โ What an amazing financial planner! Very professional. Sylvia helped me understand and achieve financial goals that's above and beyond what I need. She explains everything crystal clear to me so I am able to learn and fully understand the strategies and plans. Thank you Sylvia for everything. I am very happy with her service and look forward to achieve more goals with her. I would highly recommend Sylvia as your financial planner!
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Joanne Chow on Google
โ โ โ โ โ Herman has been a pleasure to work with so far. He is very professional and spells out every option in detail. He ensures that I leave every meeting with all my questions answered. He makes me feel like there are no dumb questions and encourages me to bring concerns to the table at every meeting so that we can discuss and resolve together. He is very timely, responsive, and flexible. He is very passionate about his work - you can tell that he loves his job! This is very important for clients to see, and I highly recommend Herman if you're new to financial planning.
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