Peace of Mind and Growing Wealth
Hi, I'm Kelvin. Before entering the financial industry, I had a stable job and a steady income — but I still carried a quiet worry about my finances. Not because I was reckless, but because I simply didn't have a plan.
When I finally built one, everything changed. Having a clear direction gave me peace of mind I didn't expect — and the energy and confidence to face life's challenges head on.
Everyone deserves that - to stop worrying and start living with purpose. Since 2021, that belief has driven everything I do — helping young professionals and growing families build the financial foundation to make it possible.
Kelvin Believes in
Connection and Balance
Outside of work, you'll find Kelvin on the soccer field. He believes that sweating it out and staying active is one of the best ways to shake off stress and reset — and the friendships built on the pitch are just as valuable as the workout itself.
When he's not playing, Kelvin recharges with good food, sunshine, and time by the ocean — and most importantly, with family and friends.
He believes that the same things that make life rich outside of work — connection, energy, and purpose — are exactly what a solid financial plan helps protect.
Learn More About Sally as Your Top Advisor
What Do Others Have to Say About Sally
Novella Wealth have been our financial advisor for a long time now. Sally and Thomas have literally hand held, advised and educated us throughout our financial journey (as we were new to the Canadian financial system). Our experience with them have been one of the best and now we blindly trust them with our Finances. Whenever we needed an emergency withdrawal in a short notice, Sally has made it possible with no hassle. Though we are in Ontario, they have helped us without any issues. Sally and Jonathan, your exceptional support and commitment deserve a 10/10 feedback. Thank you for making a potentially complex process feel manageable and for your unwavering support.
During Covid, I started to pay attention on my finance and how to retire comfortably as I know CPP and OAS only provides the basics in life. I came across Thomas Chan videos and listening to him explaining how there are ways to pay less taxes and how to strategies my investment portfolio got me fired up. I contacted Thomas and got a video cam meeting and got the ball rolling. I have nothing but great things to say about my advisor, Sally. She is always available, open to discuss what I have read and takes time to explain what the company approach and plan will always look out for me. I have taken an early retirement and is enjoying my new life tremendously. With the guided investment with Novella and Sally, I am able to travel and enjoy my retirement and maintain a lifestyle I am really appreciating. Thanks to Novella and Sally and I am looking forward to e with you until I am 80 !!
We have worked with Sally for the past 2.5 years and couldn’t be happier with the level of care we’ve received. We’re continually impressed by her customer service, organizational skills, attention to detail, strong communication, professionalism, honesty, and dedication to keeping her clients fully informed in their financial decisions. She never makes us feel uncomfortable for asking questions or needing clarification, and she always goes above and beyond to meet our needs. (Her emails are excellent, too!)
We have worked with Sally and Novella wealth for close to 4 years now for our financial investment needs and have always been there in the planning, guidance and support, no matter what time of day. Thanks to them I was able to meet our financial goals set from the start by them. I highly recommend their services.
I’ve had such a great experience working with this team. I love working with Sally! She is so responsive and easy to communicate with. She answers all my questions so quickly and is always friendly and kind! Would recommend 100% working with Sally at the Novella group
I have been with Novella for four years and they have been so great to work it. Sally is super responsive and explains everything so that's easy to understand. 10/10 would recommend!
