Sell your book with confidence. 30+ years in the finance industry has helped us understand the in’s and out’s of acquiring businesses.
Our systems remove the stress from transactions, so you can be sure you’re making the right decision.
WE ARE READY TO TAKE GREAT CARE OF YOUR CLIENTS
Our philosophy is simple – we want to help our clients make the best decisions possible.
At National Wealth Management, our clients are our number one priority. So, when you sell your book of business, you know your clients are in good hands.
Protect clients and family with a plan to make sure that they are taken care of.
Create a plan that removes the stress associated with worrying about the future.
Support those who will continue your business into the next generation.
Ensure long-term promises made to clients will be fulfilled.
Assure you will receive the full value of your life's work.
Create peace of mind for the important people in your life by establishing a plan.
GET TO KNOW TODD
I have been working in the financial services industry since 1991 and I am the founder of National Wealth Management. I strongly believe 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. I believe 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 ELLIS EPC, CEA
IF YOU'RE READY TO SPEAK MORE ABOUT SELLING YOUR BOOK OF BUSINESS,
SCHEDULE AN APPOINTMENT WITH ME.
407-1959 Upper Water St.
Halifax NS B3J 3N2