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 a
sanctuary 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 financial
planning 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.