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Partnering with Great People is a podcast brought to you by Fairway Wealth Management at National Bank Financial. This engaging series showcases the exceptional individuals and partnerships that contribute to delivering an unparalleled wealth management experience. With a strong emphasis on families, intergenerational wealth planning, and financial strategy, the podcast blends professional insights with compelling personal stories, human interest pieces, and captivating business narratives. Tune in for thought-provoking discussions on financial planning, family legacies, and the occasional investment talk, all designed to inspire and empower listeners in their wealth journeys.
The information contained herein has been prepared by Fairway Wealth Management, a team of Wealth Advisors at NBF. The opinions expressed do not necessarily reflect those of NBF.
12 Episodes
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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 ...
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 divisi...
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 Ankers interviews Stacey to uncover what’s behind her incessant drive to h...
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 of compassion, comfort, and connection, where families are supported emotionally and physicall...
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 with us their unique approach to portfolio management as well as the p...
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’s learned along the way. National Bank Financial - Wealth Management (N...
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 closer. Don’t miss this opportunity to hear Paul share some important lessons all famil...
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...
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 Fair...
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 B...
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. Additi...
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 we...
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