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.

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 his
family 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.