Our Services

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Financial Planning?

Get a free, personalized plan to set you on the path to financial freedom.

Are you looking for help with your financial planning but not sure where to start? Our company offers a free financial planning assessment to help you get on track. 

Our simple and convenient app will ask you questions and provide you with personalized recommendations to help you reach your financial objectives. Our planning tool is completely free and comes with no obligation, so you have nothing to lose. 

Don't let financial uncertainty hold you back any longer. Take control of your finances today with our free financial plan today.

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Group Benefits
For Small & Medium Business Owners

Many businesses often struggle to offer their employees the same level of benefits as larger companies due to limited resources. However, partnering with us can help alleviate this issue by providing group benefits packages that are tailored to the needs of small and medium businesses. 

These packages can include health insurance, dental and vision coverage, life and disability insurance, and retirement plans such as RRSPs. By offering these benefits, small and medium businesses can attract and retain top talent, improve employee satisfaction, and support the overall health and well-being of their workforce. 

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We Are Often Asked...

  • What is wealth management?

    Wealth management is the process of maximizing an individual's or family's financial assets and investments in order to achieve their long-term financial goals. This can involve developing and implementing a financial plan, managing assets and investments, and providing guidance on financial decisions.

  • When should I start to plan for retirement?

    The simple answer is: as soon as you can. Studies show that waiting even just a few years to start saving can significantly decrease the amount of money you'll have when it’s time to retire. Ideally, you would like to start in your 20s when you are finished school and begin paycheques on a regular basis. 

  • How does your free financial planning tool work?

    Planswell’s simple and convenient survey will ask you about your income, debts, expenses, and any financial goals you may have.  The powerful engine performs millions of calculations and analysis using your inputs. The result is a unique plan for your investments, insurance, and borrowing that is optimized to best manage your finances moving forward.

  • What types of insurance can you provide?

    Whatever coverage you are looking for, National Wealth Management is here to help. We provide our clients with quotes for Life Insurance, Health Insurance, Travel Insurance, and more. Find a full list of services here.

Latest Blog Articles

A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
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