Partnering with Great People Podcast

Mike Ankers is joined Reg Jackson from Fairway Wealth Management at National Bank Financial, along with special guest Paaras Wadhwa, District Vice President at Fidelity Investments to discuss what it means to be great partners. Fairway has long developed important partnerships to bring their clients the very best in advice and investments, and this episode highlights their important partnership with Fidelity, what they bring to clients and how they support Fairway’s high standards of service.

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.

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 and the advice of an expert.

Adam Watson joins us to share his wisdom and experience with income planning, and talks through some real-life examples of how he’s helped clients save tax and create income that meets their goals. This episode is for anyone who wants to better understand income planning and how it can enhance your financial plan.

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.

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, we showcase two important members of the Fairway team and discuss how they’re helping various generations of clients, learning what’s important to them and catering to their needs. We also discuss the importance of building a multigenerational practice and the long-term benefits to both the clients and the team.

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.

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.

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 the middle of St. Marys, Ontario.

Speaking of things St. Mary’s can be proud of, our theme song and introduction music was written and performed by the extremely talented local musician Jaron Camp!

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.

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 Montreal for 28 days to immerse himself in our head office, learned from the incredible leaders there and leveraged the immense amount of resources the firm offers for the betterment of Fairway clients.

In this podcast we discuss the trip, what he learned and how he plans to use that information to build a better wealth management practice and client experience at Fairway. Reg is always high-energy, wise and a great teacher. This is a great episode to learn from a leader in the industry, and how far someone will go to deliver nothing but the very best for clients.

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.

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 management, National Bank Financial and the future of the industry from both a client and Advisor perspective. For those who don’t know Jonathan, he is an important voice in wealth management in Canada, and a great advocate of wealth advice.

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.

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 business owner helping Fairway to reach new heights.

Andrew Turner, a coach from EOS (Entrepreneurial Operating System), joins Paul Manders and Mike Ankers to share his experience as a coach, mentor and “Implementor” of EOS, a system for operating business at a high level. Andrew uses the same principles for his own business and shares his journey with us, from developing new clients to how he helps teams like Fairway enjoy greater success on their terms.

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.

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 ventures in manufacturing, real estate, and self-storage, including Storage Vault—Canada’s largest network. He also helped create Redtail Golf Course, ranked among the world’s top private courses. Today, John leads Drake Law as President and Senior Counsel. Fun fact: when he’s not shaping businesses, John is an avid golfer and passionate about mentoring young professionals entering the financial industry.

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.

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 you.

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.