Partnering with Great People Podcast

Financial Planning


Listen Later

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 dive into the process of planning, and what clients should expect from a great experience.

National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

...more
View all episodesView all episodes
Download on the App Store

Partnering with Great People PodcastBy Fairway Wealth Management