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Partnering with Great People Podcast

Partnering with Great People Podcast

Released: 2025-07-08
© 2025 Partnering with Great People Podcast
Partnering with Great People Podcast - QR Code
5 Episodes
Audio
Listen on Apple Podcasts
5 Episodes
Audio
Listen on Apple Podcasts
Released: 2025-07-08
© 2025 Partnering with Great People Podcast
Most Recent Episode
Our Investment Process

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 re
Time: 25:07
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).
Episode ID: 1000716371936
GUID: Buzzsprout-17472003
Release Date: 08/07/2025, 23:30:00

Description

Partnering with Great People is a podcast brought to you by Fairway Wealth Management at National Bank Financial. This engaging series showcases the exceptional individuals and partnerships that contribute to delivering an unparalleled wealth management experience. With a strong emphasis on families, intergenerational wealth planning, and financial strategy, the podcast blends professional insights with compelling personal stories, human interest pieces, and captivating business narratives. Tune in for thought-provoking discussions on financial planning, family legacies, and the occasional investment talk, all designed to inspire and empower listeners in their wealth journeys.

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