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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.
Our Services
Have You Started
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.
Don’t Just Take Our Word For It…
Here’s What Our Clients Are Saying!
Catherine
My association with National Wealth Management began before the name was set! Todd Elis has been an invaluable guide and mentor over nearly twenty years. His patience with this neophyte investor has been remarkable. Because of Todd's skill I have been able to retire with confidence. Initially meeting in person at least three times a year we have been able to meet on-line in a comfortable manner. The staff Todd has assembled is efficient and caring and that too is a major source of confidence. On a personal level, Todd has been a compassionate listener when life interrupts and I am grateful for that gift.
Mona
Todd and National Wealth Management have played the major role in my financial and long range plans for future preparedness. There is great reassurance in his guidance, his knowledge, his detailed explanations and his ability to relate to his clients. Todd has been a dependable source of support, which I value and trust implicitly.
Janice M.
We started financial conversations with Todd when I was in my early 40's and now in my 60's, the money and security is there to make things easier. National Wealth is responsive to questions, caring, and committed to helping their clients understand the process.
Allen E.
Dedicated, thoughtful, good communication, years of experience, honest and can address any questions you may have.
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.
