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What is wealth management?
Wealth management is the process of maximizing an individual's or family's financial assets and investments in order to achieve their long-term financial goals. This can involve developing and implementing a financial plan, managing assets and investments, and providing guidance on financial decisions.
Our Services
Have You Started
Financial Planning?
Get a free, personalized plan to set you on the path to financial freedom.
Are you looking for help with your financial planning but not sure where to start? Our company offers a free financial planning assessment to help you get on track.
Our simple and convenient app will ask you questions and provide you with personalized recommendations to help you reach your financial objectives. Our planning tool is completely free and comes with no obligation, so you have nothing to lose.
Don't let financial uncertainty hold you back any longer. Take control of your finances today with our free financial plan today.
Don’t Just Take Our Word For It…
Here’s What Our Clients Are Saying!
Janice M.
We started financial conversations with Todd when I was in my early 40's and now in my 60's, the money and security is there to make things easier. National Wealth is responsive to questions, caring, and committed to helping their clients understand the process.
Allen E.
Dedicated, thoughtful, good communication, years of experience, honest and can address any questions you may have.
Group Benefits
For Small & Medium Business Owners
Many businesses often struggle to offer their employees the same level of benefits as larger companies due to limited resources. However, partnering with us can help alleviate this issue by providing group benefits packages that are tailored to the needs of small and medium businesses.
These packages can include health insurance, dental and vision coverage, life and disability insurance, and retirement plans such as RRSPs. By offering these benefits, small and medium businesses can attract and retain top talent, improve employee satisfaction, and support the overall health and well-being of their workforce.
We Are Often Asked...
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When should I start to plan for retirement?
The simple answer is: as soon as you can. Studies show that waiting even just a few years to start saving can significantly decrease the amount of money you'll have when it’s time to retire. Ideally, you would like to start in your 20s when you are finished school and begin paycheques on a regular basis.
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How does your free financial planning tool work?
Planswell’s simple and convenient survey will ask you about your income, debts, expenses, and any financial goals you may have. The powerful engine performs millions of calculations and analysis using your inputs. The result is a unique plan for your investments, insurance, and borrowing that is optimized to best manage your finances moving forward.
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What types of insurance can you provide?
Whatever coverage you are looking for, National Wealth Management is here to help. We provide our clients with quotes for Life Insurance, Health Insurance, Travel Insurance, and more. Find a full list of services here.
Latest Blog Articles
A gap analysis can help you see if you’re still on track to pursue your financial goals.
A clear understanding of what wealth looks like to you may help you build a financial strategy.
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
