# Eric Vallee

> Eric Vallee is a fee-only financial advisor at Novel Financial in Toronto, Ontario, Canada, who holds the CPA, CA and QAFP credentials. Eric focuses on equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/eric-vallee/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Novel Financial
- **Based in:** Toronto, Ontario, Canada
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CPA, CA, QAFP
- **Specialties:** Equity compensation, Tax planning
- **Works with:** Tech employees, High earners
- **Website:** https://novelfinancial.ca

## Frequently asked questions

### Is Eric Vallee a fee-only financial advisor?

Yes. Eric Vallee is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Eric Vallee based?

Eric Vallee is based in Toronto, Ontario, Canada.

### What does Eric specialize in?

Eric's specialties include equity compensation and tax planning. Eric works with tech employees and high earners.

### What credentials does Eric Vallee hold?

Eric Vallee holds the CPA, CA and QAFP credentials.

### How do I contact Eric Vallee?

Through Eric's website, novelfinancial.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://www.novel-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.