Don't Let 'Sloppy Tax' Derail Your Investments
Many investment issues aren't actually about the investments; they're about tax inefficiencies. Whether it's using the wrong accounts or not grasping the rules and implications of those accounts, these mistakes can cost you dearly. We call this 'sloppy tax,' and our Chartered Professional Accountants are experts at eliminating it, ensuring that your investments and financial plans are 100% efficient.
Unified Financial Strategy
A fragmented financial team can lead to conflicting strategies. At Novel, your accountant collaborates directly with your financial planner, investment manager, and insurance advisor. Together, they build and execute a financial plan that is genuinely in your best interest.
Streamlined Convenience
Managing documents and data across multiple financial professionals can be a hassle. We make it easier for you by sharing all crucial information internally, letting you focus on what matters most to you.
Comprehensive Accounting Services
Tax planning and filing are just the tip of the iceberg. We also assist with bookkeeping, business incorporation, and corporate restructuring, offering a holistic approach to your financial well-being.
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novel@novel-wealth.com
416-203-9500
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