Business owner? High net-worth investor?
Take our free training to learn
How To Protect Your Portfolio

...and watch it grow, even when the stock market falters

Watch our free training:

Increase Your Returns and Reduce Your Risk: A simple guide to reduce taxes, strengthen your portfolio and simplify your finances.

Hosted by Novak Private Wealth Counsel’s Portfolio Manager, Cody Novak

  • Reduce taxation on your investments
  • Create consistent returns
  • Avoid costly mistakes

Avoid Costly Missteps and Simplify Your Finances

You’ve spent too many years building your robust portfolio to let an inexperienced advisor or a “that’s just the way it is” attitude cost you thousands (or more) in unnecessary taxes and losses to volatile markets.

We’ve helped hundreds of business owners safeguard their retirement and ensure their future success with safe, smart, profitable strategies that reduce risk and encourage growth.

(Spoiler alert: it's the same approach used by the large pension plans and endowments like the Canadian Pension Plan, Harvard & Yale!)

Join us to learn the exact strategies we’ve used to help business owners and high net-worth investors succeed.

Have Peace of Mind

Reach Your Goals

Get Expert Advice

In this FREE training, you’ll learn:

  • The exact step-by-step process that our clients are using to consistently reduce their taxes.
  • ​The #1 biggest mistake that investors make with their investment portfolios.
  • The secret to simplifying your financial life and eliminating the time wasters. 
  • ​The secret the large Endowments and Pension Plans have been using for years to generate consistent income and returns.

Are you…

  • ​A successful business owner or retiree
  • ​Tired of paying inflated investment taxes
  • Searching for safe, proven ways to invest 
  • ​Wishing you could simplify your finances
  • ​Want to understand your investments better
  • ​Open to new ideas and guidance

This free training is for YOU!

Meet your presenter: Cody Novak

Cody and the team at Novak Private Wealth Counsel believe you deserve the peace of mind that comes from understanding the how and the why behind your investment strategy. 

After graduating from university in Australia at the top of his class, Cody joined the Novak Private Wealth Counsel in 2011 excited to join with the firm’s goal to develop strategies for business owners and high-net-worth investors that yield strong returns and minimize risk.

Cody wants to help you stop wondering if you're doing all you can to protect and grow your investments and instead live life with confidence.

Your Future Is Too Important To Play Guessing Games

Watch our free presentation:

Increase Your Returns and Reduce Your Risk: A simple guide to reduce taxes, strengthen your portfolio and simplify your finances.

and take control of your finances and your future.

Enter Your E-mail for Instant Access   
Email*
This site is not a part of the Facebook website or Facebook Inc.
Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.