Novella Wealth - Integrated Financial Service | Top Insurance Broker Vancouver - Richmond, British Columbia

Michelle Lam

I recently had the pleasure of working with Gordon Fung regarding my financial planning, specifically focusing on a Registered Education Savings Plan (RESP) for my children and life insurance options for my family’s future security.

For someone who doesn’t understand finance and numbers but want the best for their family’s future, Gordon will be the perfect financial advisor for you. He took the time to understand my family’s goals and financial situation, offering tailored advice. When I was unable to grasp a concept or idea, Gordon simplified things to help me understand.

When discussing the RESP, Gordon provided clear insights on how to maximize government grants and the best investment strategies for long-term growth. His expertise helped me set up a plan that aligns perfectly with my children’s future educational needs.

I really appreciate Gordon for his patience with the planning and not pushy with selling. This was huge as I needed the time to absorb and think carefully before deciding what was best for my family.

Jerry Hsiu

Kinson was very helpful and informative and gave me good perspectives on the pros and cons of life insurance. I have historically only invested in real estate but believe this is a good alternative to diversify me portfolio while providing coverage for my family. Highly recommended!

Shirley Kan

I was looking for financial advisor in Vancouver and I was introduced to Kinson from my friend. My friend has used Kinson for financial planning for their family and they highly recommend him to me. Before the first meeting, he prepare me the first meeting and well prepare for the meeting. Kinson is very patience and detail oriented. I did not feel any pressure for sales during the meeting. He takes time to explain all questions that I have. On top, he also introduces his assistance to me and she helps me to prepare all paper work and documents. I highly recommended Kinson to everyone if you are looking for investment, financial planning and estate planning in Canada!

Silent Hill

I want to extend my heartfelt thanks and kudos to Sally and Jonathan for their outstanding assistance with my RESP investment. Their professionalism shone through in every interaction, making the entire process smooth and reassuring. They exhibited remarkable patience, taking the time to thoroughly answer all my questions and address my concerns about the RESP.

What truly stood out was their warmhearted approach. They not only provided expert guidance but also tailored the investment to meet my specific needs, ensuring that I felt confident and well-informed every step of the way. Their dedication and personalized service went above and beyond my expectations.

Sally and Jonathan, your exceptional support and commitment deserve a 10/10 feedback. Thank you for making a potentially complex process feel manageable and for your unwavering support.

Sammi Leung

I attended a client seminar hosted by Novella Wealth earlier in March, focused on corporate liquidity, and it was incredibly informative. Kinson and his team were knowledgeable and engaging, providing valuable insights and practical advice. The event was well-organized, and I left with a clearer understanding of managing corporate funds effectively. I highly recommend Novella Wealth's seminars to anyone looking to deepen their financial knowledge.

Kyle Wong

I am very appreciative of everything Kinson has done for me. He is a highly professional financial advisor. My previous advisor disappeared, leaving my finances in a mess, but Kinson stepped in, took care of my case, and essentially saved my financial future. Thanks to him, I didn’t go broke. I highly recommend Kinson’s services! 5 stars!

Anita

I learned about Novella Wealth through the YouTube channel. I contacted Mr. Edmond Ng to get his expertise and advice in financial planning. I found him very friendly. He answered all my questions professionally and patiently. Edmond is also very quick in responding to my messages and following up with phone calls. I appreciate the good and prompt services he and his team had provided. Thanks Edmond and good team work!

jade Leung

I met up with Kinson for estate planning and financial planning after see their youtube channel. Top services provides by him and his team. Highly recommend novella wealth to anyone looking for financial advisor in Vancouver.