Who We Are

Along with Paul, Reg is responsible for the daily operations as well as the investment strategy for the Fairway Wealth Management Team.

Reg has over 2 decades of experience specializing in Wealth Management, and 8 years as the former Branch Manager in the London, Ontario office of National Bank Financial.

Reg is a Senior Wealth Advisor and a Portfolio Manager. Reg attended The University of Western Ontario, completing three years of financial and economic studies before graduating with an Honours Business Administration degree from the Richard Ivey School of Business. He has continued his education by completing the requirements for the Fellow of the Canadian Securities Institute (FSCI), the Financial Management Advisor (FMA), and most recently the prestigious designation Certified International Wealth Manager (CIWM) which is the only wealth management designation built specifically to manage the complex financial needs of affluent clients. Reg has his Level 2 Life Insurance license and is a Personal Financial Planner (PFP) – and is fully licensed to provide investment advice in many U.S. states.

Reg is an active member of the community, involved with the London Health Sciences Foundation’s Country Classic Action, the United Way and other local charitable organizations.

In his down time, Reg spends time with his son, as well as on the golf course and listening to a diverse selection of music.

Paul is a Senior Wealth Advisor and a Portfolio Manager at National Bank Financial. With over 25 years of experience, Paul spends most of his time with clients working towards their investment and wealth planning goals. He is strongly dedicated to fulfilling those goals for clients and views the changing financial markets as a welcome challenge. Strongly committed to continuing his education, Paul is a Canadian Investment Manager (CIM), a Certified Financial Planner (CFP), a Fellow of the Canadian Securities Institute (FCSI), and a Certified International Wealth Manager (CIWM).

He is an active member of the community, involved with the London Community Foundation, the United Way and other local church, sports and charitable organizations. Paul is married and has three nearly adult children. When he has time after his family and clients, Paul enjoys hockey, golf and reading biographies. Growing up in the country, Paul also has a special interest in farming and has a small cash crop operation.

Jaden, a Wealth Advisor and Portfolio Manager, has over two decades of industry experience. After graduating from Wilfrid Laurier University with an Honours Bachelor of Business Administration Degree in 1998, Jaden worked for a year in Tokyo, Japan, as an English Language Instructor. He entered the financial services industry in 2000 and joined the National Bank Financial Group in 2002. Jaden acts as one of the team’s traders and is very active in managing the Fairway Baskets and Fairway Models, the latter which he created in 2016.

Jaden is married with a daughter and two sons. In his spare time, he coaches his kids’ sport teams, and can usually be found watching a baseball game throughout the Blue Jays’ season. He also likes to play golf and participate in the odd cross-fit class when not watching baseball or coaching. Jaden has also been involved with the United Way Allocations’ committee and has acted as a steward for a local church.

Zach is a Wealth Advisor & Portfolio Manager at National Bank Financial and a Partner with the Fairway Wealth Management Team with over 20 years of experience in Wealth Management. Zach graduated from Ryerson with a Bachelor of Business Management and worked as an Investment Associate with another Canadian investment firm before joining the National Bank Financial group in 2008. Zach is fully licensed in securities, funds and options. He enjoys the challenges of the investment markets and working with clients to provide them peace of mind for their financial future. Zach regularly reads many investment and financial blogs, listens to podcasts (both investment and sports related) and research. Zach has attracted a loyal client base and strives to follow an evidence-based investment approach which keys on relative strength indicators. As a part of his ongoing commitment to staying at the forefront of the industry, Zach is a Chartered Investment Manager (CIM) has continued his education by completing the requirements for the Fellow of the Canadian Securities Institute (FSCI).

Zach is located in our Toronto office which allows us to provide a more convenient location for our clients in and around the GTA. Zach is an avid reader, a Toronto Blue Jays, Pittsburgh Steelers, Toronto Raptors and New York Islanders fan, a crossfit enthusiast and also enjoys spending time with his family.

Adam has over 17 years’ experience specializing in wealth management. However, this is the career he has prepared for his whole life as a second-generation Senior Wealth Advisor who grew up working with his Mom and Dad in high school, university and beyond. Adam attended Wilfrid Laurier University where he obtained an Honours Bachelor of Business Administration (BBA) with a Concentration in Finance. Adam furthered continued his financial education by completing the requirements for the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FSCI), Adam has his Level 2 Life Insurance License and he is a Personal Financial Planner (PFP) and earning the designation Financial Management Advisor (FMA) a program designed to prepare industry professionals as leaders in the complex and evolving field of wealth management. 

Adam also volunteers as a board member for the Chatham-Kent Hospital Foundation. Adam and his wife are the parents of a daughter. When not watching his daughter at gymnastics, he enjoys playing hockey and golf, and watching the Toronto Blue Jays and Michigan Wolverines.

Born and raised in Windsor, Craig has been working with individual and institutional investors in Windsor and Essex County for over 30 years. Craig strives to ensure our team’s portfolio management excellence and commitment to the highest professional and ethical standards.

Craig is a Bachelor of Commerce graduate of the University of Windsor where he majored in Finance and Economics. Following graduation, he seized an opportunity to train in the area of Investment Management in Toronto and was recruited by TD Bank Group to open the TD Evergreen branch in Windsor. TD Evergreen is now known as TD Wealth Private Wealth Management. Starting as the only employee, Craig grew the TD Evergreen presence to over a dozen employees and was eventually recruited by National Bank Financial (NBF).

During his time with NBF Craig has obtained the prestigious designation of Portfolio Manager. A Portfolio Manager specializes in high-level investment strategies tailored to affluent clients and has the ability to conduct discretionary portfolio management services on behalf of their clients.

Throughout Craig’s career, he has prided himself on getting to know his clients, understanding their individual circumstances, and providing them with the most important thing a Portfolio Manager can - Peace of Mind. Outside the office, more than anything Craig’s source of pride is his 2 daughters who are off pursuing their dreams.

Mike has worked in the wealth management industry for over 20 years in various roles, most recently as Senior Vice President, Head of Advisor Experience & Growth (National Sales) at Richardson Wealth. In that role, his focus was creating an exceptional experience for Advisors there so they could focus all their time and attention on their clients. His previous roles in the industry have given him a unique perspective on the industry and a deep understanding of the challenges facing both Advisors and clients alike.

Mike’s career began in Toronto as an Associate Advisor, and he later entered the New Advisor Training program at National Bank Financial in London, Ontario under the leadership of Reg Jackson and Paul Manders. He spent 7 years as an Advisor in the London office before moving on to become a Regional Manager for NBF in Southwestern Ontario (SWO) and later in Toronto. Coming back to where it all began at NBF is a very special thing for Mike and his family. Mike is married with two teenage girls and enjoys running, skiing and anything related to food and wine.

Sue was born in Regina, Saskatchewan and has lived in Ottawa and Winnipeg before moving to London to attend Fanshawe College.

While living in London she started her career in the financial services industry in 1995 with CIBC as a customer service representative. She continued working with CIBC in various positions such as a financial service representative, assistant manager and branch manager over her 17-year career with the bank.

During the latter part of her time with CIBC she became a mom to 3 wonderful sons and after the third one was born, she decided to stay at home to raise her 3 children until they were all in school full time.

Sue then joined the Fairway team in 2016 part-time as the team’s event coordinator. Her love for organizing fundraising events brought her to National Bank Financial to help the team with the many client events they put on throughout the year. Sue then became a full-time member of the team and her role has evolved to the Team Manager, which includes additional duties such HR tasks, while continuing to function as the team’s event coordinator.

In her spare time Sue loves to be with her children and cheer them on in their very busy lives of hockey and baseball and other various sports. She also is an active member of the hockey and baseball boards in her town as well as her children’s school council.

Joe is a Wealth Advisor for the Fairway Wealth Management Team at National Bank Financial. Joe has over 10 years of Wealth Management experience and has been in the personal finance industry since graduating from Carleton University with a B.A. Honours Degree in 2009. In 2011, Joe’s career path took him from Ottawa to Toronto working for various Financial Institutions. He moved to London in 2014, and after a brief stint at local financial institution, Joe joined the Fairway Wealth Management team in September 2015. Joe holds the Chartered Investment Manager (CIM^®) designation.

Joe is an active volunteer in the London community, serving on the Investment Committee and Board of Directors for the London Community Foundation. Joe’s passion for cycling has also lead him to co-found the Forest City Cycling Challenge in 2021, supporting the St Josephs Hospital foundation. The event has grown every year and has given back over $150,000 to the foundation’s mental health care initiatives. Joe lives with his family in North London. In his free time, Joe can be found golfing and road cycling in the summer and cross country skiing all winter.

Catherine was born in Okinawa, Japan to Filipino parents and immigrated to Kitchener, Ontario when she was 3 years old. While living in Toronto for 20 years, she gained her initial investment experience at Desjardins Securities in 2001 before joining National Bank Financial in January of 2006. Catherine has 23 years experience in the financial services industry.

Catherine is a Senior Wealth Associate located at our Waterloo Office. She has a 14-year-old soccer enthusiastic son named Phoenix. During her spare time, she enjoys gardening with her mom, spending time with family and being a Tita to her niece and nephews. She is an avid golfer and seizes any opportunity to golf ever since her father introduced her to the sport at the age of 12.

Youssef is a wealth associate with the Fairway Wealth Management Team supporting the team with portfolio analyses, asset allocations and financial services.

He is passionate about helping clients achieve their financial goals and secure their financial futures and values the opportunity to make positive and consequential impacts on people’s lives by helping them achieve financial stability and peace of mind. Moreover, he is driven by the satisfaction of helping clients navigate the complex world of investing and help create customized strategies that align with clients’ unique circumstances, risk tolerances and goals.

Youssef has over a decade of experience in the finance sector. Born and raised in Windsor, he studied Biological Science at the University of Windsor before making the shift from sciences to the world of finance and wealth management. His career began in 2012 with National Bank of Canada as a personal banking advisor before transitioning to an associate in wealth management in 2016.
Based in Windsor, Youssef enjoys an active lifestyle filled with traveling, sports, and hiking. Those who know him well say he is the one most likely to suggest going out for dessert.

Wes works out of the Chatham office as a Senior Wealth Associate. He joined the financial services industry in 2013 after attaining his degree in Applied Economics from Wilfrid Laurier University.  

He currently holds the CIM (Charted Investment Manager) and PFP (Personal Financial Planner) designations.

Sarah is a Senior Wealth Associate with 22 years of experience in the financial services industry. After graduating from George Brown College with an Honours Diploma in Apparel Manufacturing Management, Sarah worked in showrooms & sales of Intimate Apparel & Swimwear moving on to sales for the Ontario Lottery Corporation. She entered the financial services industry in 2002 and joined National Bank Financial in 2006. Sarah is personable and professional and has a tenacious pursuit of client service excellence. 

Sarah loves fitness and has run many half marathons but now spends most of her time doing spin at Hi-Ignition Fit Lab. She is an advocate of fashion, interior design and art. Most of all she enjoys spending time with her two adult children, being outdoors and hitting the trails with her energetic dog, Lola, and getting together with friends! Sarah loves all things wine & vegan cuisine. 

Matt is a Wealth Associate with the Fairway Wealth Management Team working out of the London office. Graduating with a Financial Planning diploma and completing his Canadian Securities Course (CSC) at Fanshawe College, he started with National Bank of Canada in April 2013 as a Front Line Advisor. In February 2015, he moved onto National Bank Financial in London, completed his CPH.

Matt currently has his Qualified Associate Financial Planner™ (QAFP™) in Financial Planning and is working on becoming a Certified Financial Planner™ (CFP™). He married his wife in May of 2014, and welcomed his first daughter in 2018 and his second daughter in 2020. When he is not spending time with his wife and daughters, he loves to play soccer, run, cook, swim, go camping and spend time with friends and family.

Adam is an Investment Analyst with over a decade of experience responsible for supporting the team with portfolio analysis and construction. Originally from Chatham, Adam’s career in finance began with the Fairway team in Chatham in December 2010. Initially working over holiday breaks during his time at Wilfrid Laurier University, his career started with answering phones, filing paperwork and other administrative tasks. Upon completion of his degree, Adam joined the team full-time in September 2013 where he was often the first point of contact for clients.

In 2016 Adam moved to Toronto to join National Bank Investments, the mutual fund/ETF sales arm of National Bank, as a Regional Associate. During this time Adam covered Vancouver, the Okanagan and later his home region of Southwestern Ontario. Based in Toronto, Adam is an avid reader who also enjoys cycling (either on Toronto’s extensive trail network or along the shores of Rondeau) and spending time with his wife and young daughter.

Kara is a Wealth Associate with over 8 years in the financial service industry. She attended Wilfrid Laurier University for Communications, after which she went into Cosmetics for a couple years prior to joining National Bank Financial in 2011.

Kara is a licensed Associate as she holds both the Canadian Securities Course (CSC) and Conducts and Practices (CPH) designations.

Kara enjoys fitness, traveling, spending time on the water and has recently discovered a new interest in golf. She can often be found going for walks or runs with her 5 year old German Shepherd – Maverick.

Leonora is a Wealth Associate with 10+ years of experience in the Financial Services industry.  She is the primary Associate for the Toronto office of the Fairway Wealth Management Team.

Leonora was born in Former Yugoslavia and grew up in St. Thomas, Ontario. Currently she resides in the Greater Toronto Area.  Leonora has been working in the Financial Services Industry since 2003, with a short break between 2007 -2013 to be at home with her kids.  She started back into the working world in October 2013.  Leonora began her career working in Retail Banking and just recently made the transition into Wealth Management when she joined the Team in March of 2021. Leonora enjoys traveling, shopping, being outdoors and spending quality time with her husband and two kids.

Morgan is a Wealth Associate located in our London office. She attended Laurentian University where she obtained an Honours Bachelor of Commerce, Sports Administration, with an Option in Operations Management. Previously, Morgan spent two summers with Fairway as a Summer Student.

Morgan enjoys skiing, snowmobiling, and playing hockey in the winter. In the summer she spends her time playing baseball, golf, and hanging out by the pool. On top of this, Morgan enjoys spending time with family and friends, as well as her yellow lab, Joey.

Ashlyn is a Wealth Associate located in our London office. She attended Brock University and received her Bachelor of Business Administration degree with Honours, where she specialized in finance. Originally from St. Marys, Ashlyn previously spent her summers away from university working in corporate finance and the food service industry. 

Outside of the office, Ashlyn is a dedicated reader and enjoys golfing, travelling, and running. Ashlyn is an avid foodie and loves trying new restaurants.

Amy Dao is a Wealth Associate with Fairway Wealth Management Team, Chatham location. She joined the financial industry in 2021 after earning a bachelor’s degree at the University of Windsor. 

She enjoys winter sports such as snowboarding, listening to true crime, lifting heavy weights in the gym and training her dog, Miso. She’s an avid foodie while travelling and deep diving into interesting stories, culture, art and history around the world.