Fairway Wealth Management

“I opened a fortune cookie this week and it said ‘I’m going to stop procrastinating…Starting tomorrow’. 🥠 The same concept applies to getting your affairs in order, especially when it comes to your finances. Putting off creating a will, putting off planning, not telling your children where anything is located…It’s all going to cause stress down the line. 👀 That is why you need to start today! Experience the value of a good advisor starting with Fairway! We will help guide you along the way, ensuring you have the necessary checklists, tools and support available!” 🧰 -Mike Ankers, Wealth Advisor

What is the process of a Fairway referral? 👀 “We get the majority of our new business or our new relationships from referrals. A lot of Fairway’s advertising comes from word of mouth from happy existing clients! We work very closely with a number of centers of influence: Lawyers, accountants and other professionals. 💼 They are the source of many of our relationships.  -Reg Jackson, Senior Wealth Advisor and Portfolio Manager

When should the next generation get involved in the family financial affairs? 👨👩👧👦 There’s no straight answer! We’ve had clients who introduce their kids when they start working, for example. The next step is to introduce Fairway so we can help structure their affairs and meet their early life goals. 🏆 As you age, there are opportunities to bring more family members in. No matter the situation, this is a great conversation to have with your advisor! Start introducing your family to your team! 👏🏼

How do I find a new investment advisor? 🔍 “Typically, people find us by searching online! A popular search would be something like “top advisors in *your area*”. We’ve also had a big focus team-wide to have a much bigger presence with social media sites like LinkedIn! 💻 If there’s a specific advisor you’re looking for, the search is easy!” -Reg Jackson If you’re looking for someone like Reg to help you out, reach out to us today and we’ll help you get started! 📨

Our Canadian Equity Income Portfolio is a portfolio comprising 18-22 stocks that we screen on a relative strength basis. 💪🏼 What does this mean? We look at finding the leaders in the TSX-60 and avoid the underperforming names. We have a number of names that have delivered exceptional results for their shareholders as well. 💫 If you want to learn more about the Canadian Equity Income Portfolio, send us a message!

From time to time in our business, advisors change firms. 🔄 Here are three things that everyone should consider when joining a new firm: ✔️ Is it a good fit for your clients? ✔️ Is it a good place for advisors to run their business? ✔️ Is it a good move for your family? If you answered “yes” to all of these questions, you’re likely in the right place! If you answered “no”, it may be time to make the switch! 👀 Call us today to learn about how Fairway could be the right move for you!

If you are an investor, ignore the news!🚨 Often the media will focus on fear-inducing short-term fluctuations that can impact investors and their long-term plans. Behavioral finance often says that this can lead to panic selling or buying during market fluctuations. 📈📉 Try not to get caught up in the short-term emotions and fluctuations in the markets!

Today we’re here with Joe from Fairway and Sam from the Ronald McDonald House to talk about the impact your donations have on the recipients! 🥰 Many of our clients at Fairway are aware that you can donate money and leave a legacy in your will. However, did you know you can donate money annually? Doing this allows you to witness the benefits of your money at work in the charities that you support. 🫂 It’s important for our clients to realize where their dollars go when they donate! 

An incredible day of fundraising for Doctor Recruitment Yesterday Fairway Wealth Management started the day with a $10,000 match for donations. Kevin Cavanagh and Haycock Cavanagh Funeral Home donated $3000. WATCH Program donated $1500 Kinsmen donated $1000 Kinsmen Community Services matched the $1000 and an anonymous Kinsmen member donated another $1000, plus a member of The Sydenham curling club donated $1000, a Wallaceburg Lodge member donated $1000 plus several anonymous donations. A total of $22,500 raised! Stay tuned.. Tuesday is our Radiothon sponsored by Aarkel and Auction sponsored by The Oaks Retirement.

Here are 5 things you should talk to your wealth advisor about! ♦️ Financial goals ♦️ Tax planning ♦️ Evaluate your coverage ♦️ Savings goals ♦️ Charitable giving Looking for a wealth advisor? Our team is here for you!