Partnering with Great People Podcast

Fairway advises clients on a variety of financial matters, from investment strategies to estate plans. One of the most impactful on clients is income planning. Income planning is about so much more than just taking money out of your accounts. It’s about being strategic in your approach in order to minimize taxes and maximize the amount of dollars you have to spend or leave to your loved ones. This requires careful planning an...

Mike Ankers is joined by Joe Di Brita and Ashlyn Vivian from Fairway Wealth Management to discuss the team’s approach to building a multi-generational practice. Fairway has long helped families plan for the future, and manage up to four generations of a family. To do this important work, they employ various generations of Advisors and team members to address the unique needs of clients, no matter their age.

In this episode...

Mike Ankers is joined by Paul Manders and Chris Jermyn from Fairway Wealth Management at National Bank Financial. Chris is the newest member of the team, an accomplished financial planning professional and someone who believes deeply in the positive outcomes from proper planning. In this episode, Paul
and Chris discuss planning at a high level, and the benefits to having a dedicated resource on the team to help more clients. We ...

Mike Ankers is joined by Jaden Ropp from Fairway Wealth Management Scott Crawford, the Director of Operations at the Canadian Baseball Hall of Fame. Many of the members of Fairway are also avid baseball fans, in addition to being very community oriented. In this episode, we showcase the combination of baseball and community to discuss the Canadian Hall of Fame, Fairway’s involvement, and learn more about this absolute gem in ...

Fairway Wealth Management at National Bank Financial has a simple mission: “Partnering with Great People to Preserve and Grow Generational Wealth.” The most important partners to Fairway are those people they work with every day at the firm, many of whom are based in our head office in Montreal. While many people would book a video call to speak with those partners, Reg Jackson
chose a different route: He moved to Mo...

The mission statement of Fairway Wealth Management at National Bank Financial is “Partnering with Great People to Preserve and Grow Generational Wealth” and there is no better partner than Jonathan Durocher. Jonathon is the President of National Bank Financial Wealth manager, a thought leader and a great visionary of the business.
Jonathan joins the podcast from Montreal where we talk about all things wealth manageme...

Building a great business requires a clear vision, a solid strategy and a lot of hard work. The Fairway team started in London, ON many years ago and has grown rapidly ever since. One of their many reasons for success is continuous learning and always looking for new and better ways to serve their clients and run their business. It’s all part of “Partnering with Great People” and this episode features a fellow bus...

As Wealth Advisors, Fairway works with many professionals, both as clients and as partners of the business. To kick off Season 2 of Partnering with Great People, we are thrilled to introduce our listeners to a business partner, mentor and friend, John Drake. John is a London, Ontario–based lawyer turned entrepreneur and investor. After a successful legal career, he co-founded Drake Goodwin, a private equity firm behind major ...

Insurance can be viewed in many ways. Mike Ankers is joined by Reg Jackson and Stacey Smith from Fairway Wealth Management at National Bank Financial. Together they discuss using life insurance as part of a financial plan, covering everything from misconceptions to real-world examples of how it’s been used with their clients. For those with a curiosity about how financial planning and insurance intersect, this episode is for ...

Stacey Smith has very personal examples of the difference life insurance can make in people’s lives. Starting with her own journey, Stacey shares what led her to join the Fairway Wealth Management team at National Bank Financial. She is driven by client security and happiness, helping her to create personal plans and strategies for clients that generate the greatest return of all: Peace of mind.

In this episode, Mike A...

Giving back to the community is ingrained in the DNA of the Fairway Wealth Management team, and this is a very special episode. Fairway is a proud supporter of Ronald McDonald House in London, Ontario — a welcoming and secure “home-away-from-home” for families with seriously ill children receiving medical care at London and Windsor hospitals. But it’s more than just a place to stay. It’s a
sanctuary...

Langdon Equity Partners is an independent investment firm that is employee owned and solely focused on smaller companies. Their mission is to be the world’s top performing small cap investment boutique through delivering exceptional returns for clients, while building longstanding partnerships with investors, companies and each other. In this episode we sit down with Greg Dean, founder and lead investor of Langdon to share wi...

From the outside looking in, being an entrepreneur and starting a business has a lot of appeal. You’re your own boss, set your own schedule and get to build something you love. While this is true in many cases, it also requires accepting a lot of risk, both personally and professionally, while chasing your dream. Our guest today, Greg Dean, shares his journey as an entrepreneur, starting a great company and the lessons he&rsq...

In this episode of Partnering with Great People, Mike Ankers sits down with Paul Manders to talk about family meetings. Family meetings can take a variety of forms, but they’re about becoming closer as a family, shared values and working toward a vision for the future together. Paul shares his own experience with his family meetings, how they’ve progressed over time and how they’ve helped his
family become clos...

The Fairway Wealth Management team at National Bank Financial manages over $2.7 billion in client assets through both managed and non-managed accounts. Delivering a high-level of expertise and personalization on a large scale requires great tools and resources to deliver results to clients, and in this episode Jaden Ropp and Zach Davidson will discuss these tools, along with their investment philosophies and some lessons they&rsquo...

Welcome to the Partnering with Great People podcast! Today, we’re excited to introduce you to three of our standout Advisors—Jaden Ropp, Zach Davidson, and Joe Di Brita. These three are at the heart of delivering exceptional service to our clients, and in this episode, they’ll share their personal journeys, what sets them apart, and their unique perspectives on the client experience and the wealth management indus...

In this episode of Partnering with Great People, host Mike Ankers sits down with Adam Watson, Paul Manders and Reg Jackson to share the story of building the Fairway Wealth Management team at National Bank Financial.  From the building blocks of a high performing team to the values they look for in their team and partners, they share how they work together to do great things for clients now and in the future.

National Bank Fina...

In this episode of Partnering with Great People, host Mike Ankers welcomes Reg Jackson, Paul Manders, and Adam Watson, the visionary founders of the Fairway Wealth Management team at National Bank Financial. The trio dives into the relationships they build with their diverse clientele, focusing on families striving to create and preserve generational wealth. They reveal the strategies and planning methods they use to guide their cl...

In this episode of Partnering with Great People, host Mike Ankers sits down with Reg Jackson, Paul Manders, and Adam Watson, the dynamic founders of the Fairway Wealth Management team at National Bank Financial. Together, they share the fascinating journey of how they began their careers in the wealth management industry and the pivotal decisions that shaped their success. They delve into the challenges, lessons, and strategies beh...