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

 

Financial 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

Buying a home can be overwhelming, especially when thinking about how to afford a down payment. The good news is, as a Canadian resident, you have some options for financing your new home. If you’ve contributed money to your Registered Retirement Savings Plan (RRSP), you may be eligible to use those funds to purchase a home with the Home Buyers’ Plan (HBP).
Todd Ellis |
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While you can’t go back in time and start saving earlier, if you start planning for your retirement now, you can still live comfortably. Take some time to determine the options and opportunities available to you and start planning the next phase of your life today.

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