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NOVAK WEALTH INC.

Business & Finance Registered 07 October 2021

General Information

Official company information

Registry ID
2872126
Company Age
3 years
Registration Date
Registered Address
Unit 11, 330 West Street, Brantford, ON N3R 7V5
Business Number (BN)
773239306
City
Brantford
Status Notes
2023-06-14
Phone
Website

Official company website with more information about products, services, and contact details.

About NOVAK WEALTH INC.

Company profile and description

Novak Private Wealth Counsel helps business owners build consistent, reliable, and tax-efficient investment portfolios. They offer services related to wealth management, retirement planning, insurance, and tax planning. Their focus is on providing access to 'Alternative Investments' and utilizing strategies employed by institutions like Harvard, Yale, and the Canadian Pension Plan. They aim to work with Canadian business owners interested in securing their financial future through investments designed for that purpose, education on market trends, and continuous team development to offer the best guidance possible.

Category

Business category and classification details

Primary Category
Business & Finance
Description
Organizations providing commercial, financial, consulting, marketing, and administrative services primarily to other businesses.

Additional Information

Detailed company information and status

Version
1800862453661171880
Hierarchy
parent
Entity Type
ONTARIO BUSINESS CORP.
Display Date
2021-10-07
Jurisdiction
ON
Status Notes
incorporated
Business Number
773239306
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 4 total contacts

Name & Position Email Contact Number Fax Number
R
Randy Novak
SENIOR WEALTH ADVISOR
-
-
-
C
Cody Novak
SENIOR PORTFOLIO MANAGER
-
-
-
C
Connor Novak
SENIOR PORTFOLIO MANAGER
-
-
-
D
Dylan Novak
BRANCH ADMINISTRATOR
-
-

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