Market Observer

Fairway Team Update

January 12, 2024

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Fairway Team Update & 2023 Recap

Your Fairway Wealth Management Team

New Great Name

Same Great Team

As you know, in 2023 we collectively became one great team between our 5 offices: Toronto, Waterloo, London, Chatham, and Windsor.

We took on a new name and became Fairway Wealth Management!

Our team takes immense pride in upholding our core values, and we are extremely grateful to have the opportunity to work alongside remarkable individuals. Thank you to all for supporting us through the transition.

“Every day, we strive for excellence in all aspects of our operations. Our top priority is to protect, guide, and navigate you towards the best outcomes, and provide an achievable path to your targets.

The name Fairway Wealth Management reflects our discipline and risk management as we aim to keep you in the safest and most reliable areas of the financial and investment world. This helps ensure that you have the best opportunity to reach your goals, whatever they may be for your family. We recognize that not everyone has a passion for golf, and we believe the new team’s name also expresses our belief that operating in a ‘fair way’ is essential and will always be our guiding principle.”

Fairway Experience

We've Been Around for a Minute!

Many of you, our clients, friends, and community families, have known many of us for a long time!

Here at Fairway, our team has been in the industry for a collective 458 years.

Here’s a run down of exactly how long each member has been in the Financial Services industry:

 

Chatham

Adam – 20th Year

Rob – 40th (and final) Year

Kara – 13th Year

Wes – 11th Year

Amy – 2nd Year

London

Jaden – 24th Year

Paul – 28th Year

Reg – 29th Year

Sarah – 23rd Year

Matt – 12th Year

Joe – 13th Year

Sue – 25th Year

Morgan – 3rd Year

Ashlyn – 2nd Year

Mike – 26th Year

Waterloo

Cat – 23rd Year

Toronto

Zach – 30th Year

Leonora – 13th Year

Adam Szypula – 12th Year

Windsor

Craig – 41st Year

Youssef – 13th Year

Marlene – 26th Year

Josie – 2nd Year

As you can see, there is no shortage of experience on the Fairway team!

New Faces at Fairway

Welcome Mike!

Our newest team member is Mike Ankers in our London office. 

Mike’s been in the investment business for over 25 years in a variety of roles, most recently as National Sales Manager at Richardson Wealth in Toronto.  He loves this business for the personal connections and the ability to have a positive impact on people’s lives. 

Mike has joined the team as a Wealth Advisor and is focused on business development, looking for great clients and advisors to join our growing team. 

Mike lives in London with his wife, Melissa and has two girls, Claire and Addison.  He enjoys running, skiing, wine, travel, and family time.  

Reach out to Mike at mike.ankers@nbc.ca or 519-439-6163

2023 Fairway Team & Client Donation Totals

A Heartfelt Thank You

We feel immense gratitude towards our wonderful client families who have once again shown their generosity by making donations to their preferred charities.

It is with great pleasure that we announce the donation total of $4,034,368 by our clients and team in 2023.

This remarkable achievement has been directed towards many local charities and causes, creating a profound impact in our client communities and regions as a whole.

We extend our heartfelt thanks to our amazing clients who have made this possible. Your kindness and generosity are truly inspiring!

1. 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).

2. The information contained herein was obtained from sources we believe to be reliable, but is not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of this information and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed herein are those of the author and do not necessarily reflect those of National Bank Financial.

3. The securities or investment sectors mentioned herein are not suitable for all types of investors. Please consult your investment advisor to verify whether the securities or sectors suit your investor's profile as well as to obtain complete information, including the main risk factors, regarding those securities or sectors. This document is not a research analysis produced by the Research Department of National Bank Financial.

4. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of the Canadian Investor Protection Fund (CIPF).  Insurance products are not protected by CIPF.  Please note that comments included in this newsletter are for information purposes only and are not intended to provide legal, tax or accounting advice.

5. Insurance products and services are provided by NBF Financial Services (NBFFS). NBFFS is not a Member of the Canadian Investor Protection Fund (CIPF). Insurance products are not protected by the CIPF.

6. NBF is not a tax advisor and clients should seek professional advice on tax-related matters, including their personal situation. Please note that comments included in this letter are for information purposes only and are not intended to provide legal, tax or accounting advice. The comments reflect the opinion of their author only and may not reflect the views of NBF.

Contact us

Get contact information for our team members and find out where our offices are.

 

See our contact details
Phone picto

1-800-360-6055

Email picto

fairway-wealth-management@nbc.ca