Redefining
Wealth
Management
for Canadians
At Novel, we break the mold.
Imagine
Imagine all of your investments,
planning, insurance and accounting
taken care of with one phone call.
That's not just different; it's Novel.
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What Can WE
Do For You?
Tailored Investments
for Every Financial Stage
At Novel Wealth, we don't believe in one-size-fits-all investment solutions. Our Q Wealth portfolio managers work closely with you to develop an investment strategy that aligns with your individual needs and goals. From hands-on portfolio management to more streamlined options, our services are designed to fit your lifestyle, whether you're an investing novice or have a well-established portfolio.
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Flexible Planning
for Life's Many Paths
At Novel Planning, we understand that financial well-being isn't a one-stop destination—it's a journey. That's why our Certified Financial Planners are equipped to guide you through every twist and turn. From comprehensive financial blueprints to targeted advice, our services adapt to meet your needs. Whether you're a full-service client, opting for scaled-down management, or a DIY investor, we're your partners in crafting a brighter financial future.
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Comprehensive Coverage,
Customized for You
At Novel Planning, your protection is our mission. As independent brokers, we scour the Canadian insurance marketplace to secure coverage that genuinely fits your needs—at the best possible rates.

Whether you're seeking Disability, Life, Critical Illness, Personal Health,  or Travel insurance, we've got you covered. It's all part of our commitment to be your one-stop financial partner.
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Strategic Tax Planning,
Simplified
At Novel Planning, we take the complexity out of accounting. Our Chartered Professional Accountants work in harmony with your financial planners to create a tax strategy that aligns with your broader financial goals. From personal and corporate tax filings to business incorporation, restructuring, and bookkeeping, we've got all your accounting needs covered. The result? A seamless, team-based approach to executing your financial plan.
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Who
We Are
Mark Davies
CFP, CLU, CIM
Managing Partner, Sr. Wealth Advisor
Jeff Carter
CIM
Partner, wealth advisor
Michael Masotti
CLU
Partner, Wealth Advisor
Jerome Townsend
CPA
Partner, Wealth Advisor
Eric Vallee
CPA, CA, QAFP
Partner, Accountant
Alexandra Dagostino
Director of Operations
Katie Davies
Director, Concierge Services
Ryan Di Florio
LLQP
Associate Wealth Advisor
MARK KALMISTO
Associate Wealth Advisor
Q Wealth Partners
Larry Berman
CFA, CMT, CTA
CIO, Executive & Founding Partner
Anastasiia Myronenko
Portfolio Manager
Catherine Dorna
CFA
Chief Compliance Officer
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Let's
Connect
We're Looking forward
to helping you
Book an Appointment
25 Morrow Ave, SUITE 202, Toronto, Ontario M6R 2H9
novel@novel-wealth.com
416-203-9500
Let's COnnect
Click Here to Book an Appointment with one of our advisors.