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
One of many things the coronavirus pandemic has taught us is the importance of personal safety nets. Make the best of a bad situation by learning how to invest in the wake of the pandemic.
Todd Ellis |
Categories
Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so. While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can be helpful to gain some understand about the various options that are available, and which of these options are more likely...
*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...