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Partnering with Great People Podcast
Fairway Wealth Management
10 episodes
1 week ago
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...
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Investing
Business,
Management,
Entrepreneurship
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All content for Partnering with Great People Podcast is the property of Fairway Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Show more...
Investing
Business,
Management,
Entrepreneurship
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/cf/f5/34/cff53458-1c74-d8f4-6421-91f9af55c69e/mza_9385028374817421831.jpg/600x600bb.jpg
Our Investment Process
Partnering with Great People Podcast
25 minutes
4 months ago
Our Investment Process
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...
Partnering with Great People Podcast
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...