Strategic and Straightforward
Bhuvan is an award-winning independent insurance and investment advisor licensed across British Columbia, Ontario, and Alberta. With a Masters in Management, a Bachelor's in Statistics, and fifteen years of entrepreneurial experience, he helps incorporated professionals, business owners, and immigrant families protect what they've built, reduce their tax burden, and plan for the future with confidence.
He came to Canada seven years ago with two suitcases and no connections. That experience gave him something most advisors don't have — a real understanding of the financial pressures his clients are facing, because he's faced them too.
It's also why he refuses to hide behind jargon. Whether he's helping a dentist restructure their corporation or a newcomer make sense of the Canadian tax system for the first time, his goal is the same: to be the advisor he wished he'd had when he was starting out.
Bhuvan Believes in
Being the Big Brother
Outside of work, Bhuvan is a devoted father and husband, and family is at the center of everything he does.
It's what shaped his belief that financial planning was never really about the numbers — it's about the people behind them.
That's the role he plays for his clients too:
not a salesperson, but the older brother who's been through it, who tells you the truth,
and who hands you the playbook he wishes someone had handed him on day one.
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!
