Mark is on a mission to do wealth management differently. As a co-founder and managing partner at Novel Wealth, he has over a decade of experience in financial planning and wealth management. When you see Mark in his blue suit, you might think he's a typical company man. But you'd be mistaken.
Mark's favourite quote captures his rebellious spirit: "To be the man, you gotta beat the man." Mark is on a mission to do wealth management differently. He’s a disrupter.
As a proud father of four energetic boys, Mark knows all about navigating life's curve balls. His experience helps him craft flexible financial plans for Novel clients, many of whom are parents themselves. He’s also an avid Leafs, Raptors, and Blue Jays fan.
Well, nobody’s perfect.
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.
Here, Michael serves as co-founder and partner, drawing on his experiences as an Associate 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 from Millsaps College in Jackson, MS, Krtin brings a passion for number-driven problem-solving to our Accounting team. He served as the Treasurer of the Kappa Alpha Order and excelled in both academic and extracurricular activities, earning honours, including AP Scholar and Ontario Scholar, and representing his school at the DECA International competition.
Beyond his professional pursuits, you’ll find Krtin on the golf course, channelling his role as a former Varsity Golf Captain into mastering his game.
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.
Mark's adventurous spirit led him to plant 100,000 trees in British Columbia one summer. At Novel Wealth, Mark supports partners with the same energy he brings to his outdoor pursuits.
His ability to wear multiple hats makes him a great asset in our Family Office service. He holds a Bachelor of Commerce (Honours) from the Lang School of Business at the University of Guelph and is pursuing the CFA Program.
Yiko is a recent Management and Accounting graduate from the University of Toronto Scarborough, and she’s already making an impact by supporting our Advisors with her dedication and creativity.
Born in Toronto, she spent three years living in Japan and developed a love for Japanese dance. She’s also an avid traveller and an accomplished pianist. Live music is Yiko’s jam.
Currently a CFA Level 1 Candidate, Yiko is dedicated to helping our clients achieve their financial goals.
