Todd Ellis has been working in the financial services industry since 1991 and is the founder of National Wealth Management. A veteran among his peers at still a very young age, he has a broad and diverse background in the industry which allows him to successfully deal with financial planning situations of virtually any level of complexity.
Todd strongly believes that for financial planning strategies to be truly effective, a very strong relationship must exist between advisor and client, with a high level of trust on both sides. He believes that the advisor must understand the client’s goals on a deep level, share in ideas, and then through consultation with them, create solutions that will ultimately allow them to help reach their desired financial destination. Todd and his team have experienced tremendous success, benefiting immensely from sharing best practices and supporting each other both personally and professionally.
Todd was born and raised in Dartmouth where he still lives with his wife Elena, He is the proud father of four wonderful children. Todd is passionate about the outdoors, spending much of his free time traveling, sailing and hiking with his family throughout the world. He is passionate about the arts and building future for his community.
Todd has made it a goal of National Wealth Management to donate a minimum of one percent of average pre-tax profits to non-profit, charitable and community organizations each year. As well, Todd is focused on drawing on his considerable experience and diverse background to consult with and help socially and environmentally-conscious businesses succeed.