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.
 

Life Insurance

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.

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Latest Blog Articles

Todd Ellis |
Categories
We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times. If you are looking for a way to help bolster your savings, here are a few suggestions that are easy to follow and may have...
Todd Ellis |
Categories
Millennials get a lot of flak from the baby boomers and Gen X, but the truth of the matter is millennials are some of the most driven individuals when it comes to investing. Most millennials work hard and are looking for financial advice on how to save and get ahead in a seemingly volatile market. So, naturally, millennials need financial advice too, and here is why. Financial Literacy Although many millennials are aware of the...
Todd Ellis |
*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...