Legal

Disclosures

Placeholder page. This needs to be reviewed and finalized by Novella Wealth's compliance contact before this is truly ready, this is not final compliance-approved language.

Firm affiliation

Samantha Lo is a Associate Advisor at Novella Wealth, Unit 270, 10691 Shellbridge Way, Building 4, Airport Executive Park, Richmond, BC V6X 2W8. This site is Samantha Lo's individual practice page and is not the official site of Novella Wealth.

Licensing

Samantha Lo is licensed to sell life and accident & sickness insurance, and is registered to sell investment (mutual fund) products. Licensing is held in British Columbia with reciprocal licenses in other Canadian provinces and territories.

Where services are available

Services on this site are available to residents of Canada, with the exception of Quebec.

Educational content only

Blog posts, calculators, and other content on this site are for general educational purposes only and are not personalized financial, insurance, tax, or legal advice. Figures produced by the calculators on this site are estimates, not quotes or guarantees, and should not be relied on for decision-making without speaking to Samantha Lo directly.

Client stories

Any client scenarios described in blog posts on this site are composite or anonymized examples for illustration, not descriptions of specific, identifiable real clients, unless explicitly noted otherwise with permission.