Eric Vallee
Novel Financial · Toronto, Ontario, Canada
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.
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Specialties
Who they serve
- Tech employees
- High earners
Facts
| Firm | Novel Financial |
|---|---|
| Based in | Toronto, Ontario, Canada |
| Accepting new clients | Yes |
| Credentials | CPA · CA · QAFP |
| Website | novelfinancial.ca |
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Novel Financial website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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