Mark Davies is a father of 4 boys, who keep him busy all day, every day. As a busy parent, he understands what other families are going through, and he is uniquely positioned to help you tackle your family’s financial plan with 100%efficiency.
In an industry with a low barrier to entry, Mark takes professionalism. While changing diapers, he earned his CLU andCFP designations in 2017 and 2018. He later completed his CIM to become a Portfolio Manager, making him one of only a few thousand people in all of Canada to have all three accreditations.
As a real fiduciary, Mark will always dowhat is in your best interests; a responsibility he takes very seriously.
Alexandra is the reigning champ of Call Of Duty in the office - and a secret knitter.
She is also our Director of Operations, known for her distinct ability to get things done. Clients often comment on how everything runs so smoothly at Novel. Well, that's down to Alexandra. With over a decade of experience in operations and change management, she is all about enhancing organizational performance.
Outside of her professional life, Alexandra enjoys spending time with her husband and is the dog mom of a handsome German Shepherd.
Jeff’s warmth and sense of humour make him a firm favourite with our clients, especially those in tech, sports and the creative arts. Once you see his tattoos, you’ll understand why.
Born in the 416, Jeff has always been drawn to the vibrant energy of the financial world. His responsibilities at Novel encompass Financial Planning, Investment Management, Estate Planning, and Retirement Planning.
Whether travelling to the East Coast, or camping during the summer, Jeff cherishes quality time with his wife and twin boys.
Meet Sham Flora, the Lead Advisor for the Novel Wealth team. His career path has been shaped by his tenures at BMO Global Asset Management and Virtus Capital Management, where he served as Associate Vice President.
Sham is passionate about South Asian cooking and sees parallels between the culinary arts and financial management. Whether in the kitchen or the office, Sham ensures that his clients' investments are as carefully crafted as his signature dishes.
Michael is all about “familia.” He views financial planning through the perspective of a husband, father to three energetic kids, and a caregiver to his mom. Yes, Michael is a full-throated Italian-Canadian.
Michael is a highly skilled financial planner and insurance broker with a deep understanding of portfolio management, life insurance, and estate planning. His career began with roles at Sun Life Financial and Flatiron Wealth Management before he honed his skills at Novel.
At Novel Wealth, Michael serves as co-founder and partner, drawing on his experiences as an Portfolio Manager at Q Wealth Partners.
With her talent for creativity and fun, Katie Davies embodies Gandhi's quote, "Be the change you want to see in the world." Which is one reason she’s so popular with our clients. The other is her dedication to impeccable customer service. Katie is our Director of Concierge Services. A Novel concierge acts as your right hand, managing and streamlining the complexity in your life.
Outside the office, the heart of her life is her bustling family, composed of four boys and a lovable dog, Fitzgerald.
With a diverse background that includes key roles at Flatiron Wealth Management and Deloitte LLP, Jerome has a long and successful track record in accounting, financial planning and insurance.
But once upon a time, he dreamed of running a fishing camp. OK… unusual for a kid, but his passion for fishing has been the key to his success as an investor.
Stay with us here.
Patience and focus are crucial skills for success in both activities. Adaptability is vital for both, as changing conditions require new tactics. His clients benefit from investment strategies crafted by a master angler.
Ask Eric if he remembers his graduation day, and he’ll say, “Sure, it was the same day I sank that 45-foot putt.” You could say golf is an abiding passion with Eric.
Eric began his career as a Senior Accountant at Deloitte & Touche LLP, servicing major North American companies; he went on to senior roles at Travelers Canada and Zurich North America.
Today, Eric Vallee is a partner at Novel Wealth and leads our accounting and fee-for-service financial planning practices. His superpower? He makes complex financial concepts easy to understand, ensuring clients feel informed and confident in their financial decisions.
With a Master’s degree in Accounting, Krtin brings a strong foundation in financial analysis and number-driven problem-solving to our advisory team. He worked on the Novel Accounting team, gaining hands-on experience in tax preparation and planning.
As a former NCAA Athlete, Krtin channels the same focus and strategic mindset from his playing days into helping clients achieve their financial goals. Beyond his professional pursuits, you'll find Krtin at the golf course or the dance floor refining his salsa moves.
Ryan recently returned from Europe, where he visited the factory that made his prized Volkswagen GTI, Sheila (don't ask).
At Novel Wealth, Ryan is the friendly face clients often meet first. With a degree in Economics from Wilfrid Laurier University, he combines professional excellence with personal warmth, making him a valuable asset to the team. Plus, he’s passionate about music, which puts him in charge of the sound system.
Paul brings 10 years of financial expertise to Novel Wealth, specializing in tax optimization and wealth strategies for high-income professionals.
Originally from Dublin, Paul earned his B.A. in Accounting before building his career across corporate pensions, compliance, and wealth management. After relocating to Toronto in 2016, he spent nearly five years developing proprietary financial planning software at Use It Wisely.
Paul has his Chartered Investment Manager (CIM) designation. His international perspective makes him effective at helping clients manage RSUs, stock plans, and cross-border tax considerations.
Outside the office, you'll find Paul going to concerts with his wife and friends, playing the guitar, or on the soccer pitch.
As an operations specialist at Novel Wealth, Anastasia Wasylyk draws on over a decade of experience delivering high-touch service across retail, travel, and consumer goods, which gives her a unique perspective on ensuring every client experience is smooth, responsive, and tailored to their needs.
Outside of finance, Anastasia runs Well Paired, a food-and-wine brand. She is WSET Level 2 certified and is pursuing Level 3, deepening her expertise. Her diverse background and attention to detail make her an invaluable part of the Novel Wealth team.
Born in Texas and raised across three countries - the US, India, and Canada - Mehr's diverse background enriches her approach to client service.
Armed with a BBA in Accounting from Simon Fraser University and having successfully passed her CFE examination toward her CPA designation, Mehr continues to build her credentials in the financial sector.
Previously at MNP, a national accounting and business consulting firm, she specialized in comprehensive tax services for both individuals and corporations. Before that, she served as Senior Accountant at Facet Advisors Inc.
Mehr is an accomplished dancer and an intrepid traveller.
