National Wealth Management

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National Wealth Management Helping you reach your potential is the engine behind everything we do. We take time to listen, learn, and grow, giving you the power to plan for your future.

Our philosophy is simple – we want to help you make the best decisions possible. Today, our focus is on helping socially and environmentally-conscious businesses succeed. We want to help you build your business so you can build a sustainable future for our community. As a firm, National Wealth Management wants to understand your goals and develop a plan to help reach them. We meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From there, we plan regular meetings with you to assess the progress toward your goals and, when necessary, make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Insurance products, including segregated fund policies are offered through National Wealth Management Inc., and Investment Representatives Todd Ellis, Joel Klaus, Martin Langille and Debra Muise offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. For the Quadrus privacy policy, click here https://www.quadrusinvestmentservices.com/privacy.html. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate. Any activity in relation to my title as President of National Wealth Management Inc. is related to my insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.

11/03/2026

With CAPE ratios near dot-com highs, FOMO has replaced the discipline of asking whether prices are fair.

11/02/2026

Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.

11/01/2026

Candy corn or chicken feed? Here's a look at four of the most popular Halloween candy creations, and how they got their start.

10/31/2026

People often name someone they love and trust to be executor of their estates, which involves settling debts, managing assets and tying up myriad other loose ends. It's a time-consuming, emotionally heavy and logistically dizzying role.

10/30/2026

Now is the time to look at your portfolio and see if there are any investments that haven't worked out as you hoped that might help you reduce your tax bill.

10/29/2026

Homeowners may be tempted to take the mortgage rate offered in a renewal letter, but savvy borrowers see it as the start of a negotiation process that could lead to big savings.

10/28/2026

An eight-figure exit gave entrepreneur Christine Landis more time, but motherhood and a new business taught her that real success is choosing how to spend it.

10/27/2026

Adults under 25 said they had a 50-per-cent chance of missing a debt payment, while those over 54 rated that chance at less than 1 per cent.

10/26/2026

Viral gummies, gourmet caramels and artisanal peanut butter cups to replace your regular drugstore assortment handed out at Halloween.

10/25/2026

As investing, speculation and sports betting converge on Gen Z’s screens, similar app experiences raise a critical question: is the goal long-term wealth, a short-term wager or entertainment?

Address

1301-1959 Upper Water Street
Halifax, NS
B3J3N2

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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