National Wealth Management

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 pres

ent 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.

06/02/2026

Should philanthropic clients make significant charitable donations in their lifetimes or in their estates?

06/01/2026

Canadian gas prices are driven by global market forces, international supply and demand forecasts, and crude oil benchmarks rather than domestic production factors.

05/31/2026

Food delivery, grocery apps, and other modern conveniences can quietly drain your budget. Here’s why Canadians are spending more than they realize.

05/30/2026

Earning a degree still holds value, like teaching students things AI may never learn how to do.

04/23/2026

Check your ego at the door. How you can play faster, score lower and enjoy the game more.

04/22/2026

Being bougie doesn’t mean having more, writes Lesley-Anne Scorgie, it means finding value over vanity, elevating your experiences, and investing in quality over quantity.

04/21/2026

The economy has several vulnerabilities that could erupt as high oil prices bite.

04/20/2026

If it feels impossible to get ahead, you’re not imagining it. Here’s how inequality and policy choices are shaping Canadians’ finances.

04/19/2026

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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