NO

NOVEL WEALTH INC.

Business & Finance Registered 03 August 2023

General Information

Official company information

Registry ID
1000615115
Company Age
1 year
Registration Date
Registered Address
25A Morrow Ave Suite 202, Toronto, ON M6R 2H9
Business Number (BN)
797425956
City
Toronto
Status Notes
2023-11-09
Phone
Website

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

About NOVEL WEALTH INC.

Company profile and description

Novel Wealth is a forward-thinking money management team focused on building wealth for Canadian professionals. They offer a personalized, done-for-you experience that goes beyond big banks and DIY platforms, providing wealth management services such as financial planning, estate and retirement planning, insurance, group benefits, and accounting. They provide in-depth wealth, investment, and insurance management services and tailor investments for every financial stage. The firm is a partner in Quintessence Wealth (QWealth), a leading Canadian portfolio management firm, which provides quality investment solutions accessible to everyone.

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
1793341982973624426
Hierarchy
parent
Entity Type
ONTARIO BUSINESS CORP.
Display Date
2023-08-03
Jurisdiction
ON
Status Notes
incorporated
Business Number
797425956
MRAS Entity Type
BCA

Company Contacts

Key contacts and leadership 12 total contacts

Name & Position Email Contact Number Fax Number
M
Mark Davies
Managing Partner, Sr. Wealth Advisor
-
-
-
J
Jeff Carter
Partner, wealth advisor
-
-
-
M
Michael Masotti
Partner, Wealth Advisor
-
-
-
J
Jerome Townsend
Partner, Accountant
-
-
-
E
Eric Vallee
Partner, Accountant
-
-
-

Showing 5 of 12 contacts.

Similar Companies

Companies in the same industry or category

View All in Business & Finance

In the News

Recent media coverage and press mentions

No recent media coverage

No recent news articles found for NOVEL WEALTH INC.

Social Media

Connect with NOVEL WEALTH INC.