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.

Get A Free Financial Plan

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

How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for 2023––Not 2024 A great first step to revitalizing your budget is a moment of reflection on this year’s goals. Think...
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