Novel Wealth | Wealth Management

Specialized
Institution-Grade
Investment Options

Led by Q Wealth's Chief Investment Officer, Larry Berman, we can provide you with access (through our Partnership with Q Wealth) to exclusive asset classes and strategies—like private debt, equity, and options—that are usually reserved for institutions and hedge funds.

Larry brings a wealth of knowledge and over three decades of industry experience. With his notable reputation as one of Canada’s top technical analysts and host of Berman’s Call on BNN Bloomberg, he has solidified himself as a premier resource in ETF investment strategies.

Tune-in to his weekly updates on Berman’s Call, available on Youtube.

Visit Larry Berman's YouTube Channel

About Q Wealth Partners

Types of Advisors in Canada

Canada has three main types of individuals authorized to trade securities: MFDA advisors, IIROC advisors, and Portfolio Managers registered with the Ontario Securities Commission. Unlike most firms, Novel Wealth isn't a mutual fund dealer; we're a partner in Quintessence Wealth (QWealth), a leading Canadian portfolio management firm.

Accessibility & Affordability

We believe quality investment solutions should be accessible to everyone, not just the ultra-rich. With Q Wealth, our Portfolio Management services are within reach for retail investors, often at a lower fee compared to MFDA and IIROC advisors.

Fiduciary Responsibility

Our Portfolio Managers are fiduciaries, obligated by law to act in your best interest. They're not limited by the products they can offer, and their compensation is solely based on the quality of their investment advice.

Quick Decision-Making

In today's complex, volatile market, quick action is crucial. Only Portfolio Managers have the discretionary authority to act swiftly on your behalf.

In-House Portfolio Management

Your financial plan is as unique as you are. That's why Q Wealth Portfolio Managers are directly involved in the financial planning process, ensuring a tailored investment strategy that's custom-fit to your needs.

Fee Efficiency

We understand the weight of fees on your financial growth. That's why we structure our fees to be as tax-efficient as possible, saving you money while maximizing the value we bring to your portfolio.

Specialized Products

Expand your investment horizons with us. We offer access to specialized asset classes and options strategies typically unavailable to the public, allowing for a more diversified and resilient portfolio.