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’ve learned in their many years as Portfolio Managers.

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).

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 industry. Whether you’re a client, a colleague, or just curious about what makes Fairway Wealth Management at National Bank Financial different, you won’t want to miss this conversation. Let’s dive in!

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).

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 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).

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 clients toward financial stability and long-term success. Additionally, they shed light on what sets them apart in the competitive world of wealth management, from their collaborative approach to their unwavering dedication to client needs.

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).

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 behind their growth into one of the largest and most respected wealth management practices in Southwestern Ontario.

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).