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

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan. The best possible defense against risks in any investment strategy is diverse and...
It is no secret that the typical Canadian is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours, and four out of 10 North American workers say they work over 50 hours a week.
Todd Ellis |
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Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or a...