(01) About

At Lunova, we believe that
financial planning

and strategic investment management
are essential for long-term success.

CLIENT

100+

Total number of clients, primarily located in Canada, with a growing number of international clients

SERVICE UTILIZATION

10%

Most requested services: Cash flow management consulting, Financial forecasting

AUM

$100K

Total assets under management, including corporate and individual clients

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(02) Services

Lunova’s Solutions

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Personalized Financial Planning

This service involves working one-on-one with individuals to understand their financial goals (e.g., retirement, buying a home, education savings).

Service Detail
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Investment Management Services

This could range from constructing a portfolio based on the client's risk profile and financial goals to actively managing those investments, including buying and selling securities, monitoring performance

Service Detail
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Business Financial Advisory

This service would cater to businesses. It could include cash flow management, financial forecasting, capital structuring, risk assessment, and strategies for business growth.

Service Detail

(03) Partners

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(04) From CEO

At Lunova, we believe true financial success isn't just about numbers, it's about empowering our clients to live the lives they envision.

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Emily Jones

Founder & CEO of Lunova

(05) Why Choose Us

Choose Lunova for clarity
in your financial future

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YOUR SAVINGS

+237,12%

We craft customized financial plans and strategies designed to align perfectly.

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    12+
    YOE

    Marcus Thorne

    Chartered Financial Analyst

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    12+
    YOE

    Dr. Evelyn Reed

    Retirement Planning

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    12+
    YOE

    Sophia Chang

    Business Financial Advisory

Our advisors bring a commitment to staying ahead of industry trends.

(06) Pricing

Choose Your Best Package

Personal Package

Individuals, families, young professionals seeking structured financial guidance.

$1,499 / Year
Get Started
What’s Included
  • Comprehensive Financial Planning
  • Investment Portfolio Management
  • Annual Financial Review
  • Access to Expert Advisors

Business Package

Small to medium-sized businesses, startups, and growing enterprises.

$5,499 / Year
Get Started
What’s Included
  • Business Financial Assessment
  • Strategic Financial Advisory
  • Growth & Expansion Planning
  • Risk Management Consultation
  • Quarterly Review Meetings

Custom Package

Clients with highly specialized financial requirements, complex situations.

Custom / Year
Book a Call
What’s Included
  • Complex Estate Planning
  • Charitable Giving Strategies
  • Specific Investment Mandates
  • Intergenerational Wealth Transfer

Personal Package

Individuals, families, young professionals seeking structured financial guidance.

$1,499 / Year
Get Started
What’s Included
  • Comprehensive Financial Planning
  • Investment Portfolio Management
  • Annual Financial Review
  • Access to Expert Advisors

Business Package

Small to medium-sized businesses, startups, and growing enterprises.

$5,499 / Year
Get Started
What’s Included
  • Business Financial Assessment
  • Strategic Financial Advisory
  • Growth & Expansion Planning
  • Risk Management Consultation
  • Quarterly Review Meetings

Custom Package

Clients with highly specialized financial requirements, complex situations.

Custom / Year
Book a Call
What’s Included
  • Complex Estate Planning
  • Charitable Giving Strategies
  • Specific Investment Mandates
  • Intergenerational Wealth Transfer

(07) FAQs

Your Questions
That Answered

Got any common question in mind?
Read our FAQs beside.

Still have a questions?

Contact Us
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(08) Testimonials

Our client’s successful
financial achievements

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“Lunova's personalized approach helped me understand my options and create a clear path towards a secure future.”

John Miller

Retired Educator

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“Their understanding of our unique financial needs have been exceptional”

Sarah Jones

Executive Director, City Arts Foundation

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“The team is knowledgeable, responsive, and truly invested in our success.”

David Chen

CEO, Green Leaf Tech Solutions

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“I've been consistently impressed with their attention to detail and proactive advice.”

Kenji Tanaka

Marketing Manager, Global Commerce Group

(09) Blogs

Your Financial
Jouney Blog

Image Strategies to Protect Your Purchasing Power

Inflation can feel like an invisible tax, eroding the value of your savings and investments over ...

Image Why Starting Your Retirement Fund Now Matters

Retirement might seem light-years away, especially if you're just starting your career...

Image 3 Essential Financial Habits for Small Business Success

For small business owners, managing finances can often feel like a juggling act...