01. Learn about us.

We’re an open book, learn more about us.

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02. Chase down your dreams.

Take control of your financial future for you and your loved ones.

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03. Build stronger communities. Grow your business.

We help socially and environmentally-conscious businesses succeed.

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Our Services

 

Investment Planning

Start with your goals in mind, whatever they are. Whether it’s making use of an RESP for your children’s education, your RRSP to purchase a home for the first time, or a RRIF for retirement, the best decisions align with your goals and objectives.
 

Portfolio Management

When it comes to investment expertise, National Wealth Management believes in providing you with the best. While some firms choose to employ in-house counsel, we select funds and create portfolios based on the expertise of fund managers known nationally and internationally for their outstanding ability to manage a range of funds.
 

Insurance Planning

Life is a lot more pleasant when you know you have a plan in place that protects you from financial loss in the event of the unexpected. Enjoy more contentment, more quality time, and more peace of mind by strategically addressing your current and future insurance requirements.
 

Mortgages

Since most people don’t have the cash available for a home, a mortgage is a loan that can help cover the balance. When you take out a mortgage you agree to pay back the sum at an agreed interest rate.

Ready to get started? Get in Touch Today!

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National Wealth Management is an independent advisory firm that works with affluent families and business owners who live a modest lifestyle and prioritize investing in their communities.

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Latest Blog Articles

Todd Ellis |
On March 19, 2019, federal Finance Minister Bill Morneau tabled the Liberal government’s highly anticipated budget – the final one before the October 2019 election. After accounting for Budget 2019 proposals, the budgetary balance is expected to show deficits of $14.9 billion in 2018-2019 and $19.8 billion in 2019-2020. Over the remainder of the forecast horizon, deficits are expected to decline gradually from $19.7 billion in 2020-2021 to $9.8 billion in 2023-2024. The federal debt-to-GDP...
Whether I am busy at work or simply relaxing at home, the one thing that is always by my side is my phone. This is hardly out of the ordinary; over 30 million Canadians currently own a cell phone1. Our handheld devices are now the primary method of communicating with others, entertainment, planning our schedules, and even dealing with our bills. Our phones can all too often send us down a spiral of time-wasting and...
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither...