Novel Wealth

Big banks have sales targets. We have Portfolio Managers with a fiduciary duty to put YOU first. At Novel Wealth, we're proud to have Portfolio Managers from Q Wealth Partners on our team: - Jeff Carter (Partner, CIM®) - Mark Davies (Managing Partner, CFP®, CLU®, CIM®) - Mike Masotti (Partner, CFP®, CLU®, CIM®) So what EXACTLY is a Portfolio Manager? And do you really need one? A Portfolio Manager is a registered professional responsible for the management of investments on behalf of clients. In other words, they are empowered to take care of daily buying and selling decisions, so you don’t have to. Plus, Portfolio Managers have a fiduciary duty to put their clients’ best interests FIRST. Jeff, Mark and Mike navigate changing market conditions, working to ensure your financial plan remains on track and optimized for success. Q Wealth Partners is registered as a portfolio manager, an exempt market dealer, and an investment fund manager. At Novel Wealth, our partnership with Q Wealth gives us access to institutional-calibre investments, giving our clients an edge in wealth building. Visit our website to learn more about us. Link in comments.

Losing 50% of your RSUs to tax? Don't worry, you're not alone -and there are strategies to minimize the impact! Learn how to make your vested shares work for you with tax shelters like TFSA, RSP, and RESP. Every situation is different, so doing the right math is key. At Novel Wealth, we specialize in helping tech pros like you reduce taxes and maximize their RSUs. Want to keep more of your hard-earned shares? DM us for expert tips and visit Novel-Wealth.com https://lnkd.in/emYN2bSn #TaxStrategies #RSUPlanning #FinancialFreedom

Why are Canadian tech pros paying so much tax every year? Most "financial advisors" can't even explain the tax implications of your RSUs and stock options, let alone help you minimize what you owe in taxes. You deserve better than cookie-cutter advice from someone who doesn't understand tech compensation. Be like Sean, download our Essential Tax Guide to stop paying thousands to the CRA every year.

Why are Canadian tech pros paying so much tax every year? Most "financial advisors" can't even explain the tax implications of your RSUs and stock plans, let alone help you minimize what you owe in taxes. You deserve better than cookie-cutter advice from someone who doesn't understand tech compensation. Be like Sean, download our Tech Professional’s Money Guide to learn the eight questions your financial advisor should be able to answer (but often can’t).

Why are Canadian tech pros paying so much tax every year? Most "financial advisors" can't even explain the tax implications of your RSUs and stock options, let alone help you minimize what you owe in taxes. You deserve better than cookie-cutter advice from someone who doesn't understand tech compensation. Be like Sean, download our Tech Professional’s Money Guide to learn the eight questions your financial advisor should be able to answer (but often can’t).

Why are Canadian tech pros paying so much tax every year? Most "financial advisors" can't even explain the tax implications of your RSUs and stock plans, let alone help you minimize what you owe in taxes. You deserve better than cookie-cutter advice from someone who doesn't understand tech compensation. Be like Sean, download our Essential Tax Guide to stop paying thousands to the CRA every year.