Financial Planning

Financial Planning

July 1, 2026 · 33 min · Season 2 · Episode 6

About this episode

In this episode, Mike Ankers discusses financial planning with Paul Manders and Chris Jermyn, highlighting the importance of dedicated resources for clients.

Mike Ankers is joined by Paul Manders and Chris Jermyn from Fairway Wealth Management at National Bank Financial. Chris is the newest member of the team, an accomplished financial planning professional and someone who believes deeply in the positive outcomes from proper planning. In this episode, Paul and Chris discuss planning at a high level, and the benefits to having a dedicated resource on the team to help more clients. We dive into the process of planning, and what clients should expect...

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