Partnering with Great People Podcast

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 Jacksonchose 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.

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 help families and what keeps her motivated to make a difference for clients each and every day.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.

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 asanctuary of compassion, comfort, and connection, where families are supported emotionally and physically, allowing them to focus on what matters most: the health and well-being of their child.Mike Ankers is joined by Reg Jackson from Fairway Wealth Management at National Bank Financial, as well as Rachel Maccaulay, VP, Philanthropy & Community Relations from Ronald McDonald House. Together they discuss the life-changing work the House does, philanthropy and how proper financialplanning can create a win-win for clients and charity alike. You won’t want to miss this!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.

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 partnerships they leverage for great results.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.

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 (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.

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 hisfamily become closer. Don’t miss this opportunity to hear Paul share some important lessons all families can learn from.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 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).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.

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).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.

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).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.

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).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.

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).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.