Episode #7
Building A Multigenerational Team
Mike Ankers is joined by Joe Di Brita and Ashlyn Vivian from Fairway Wealth Management to discuss the team’s approach to building a multi-generational practice. Fairway has long helped families plan for the future, and manage up to four generations of a family. To do this important work, they employ various generations of Advisors and team members to address the unique needs of clients, no matter their age. In this episode, we showcase two important members of the Fairway team and discuss how they’re helping various generations of clients, learning what’s important to them and catering to their needs. We also discuss the importance of building a multigenerational practice and the long-term benefits to both the clients and the team. 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.
