Meet our team

We are here for all of your financial needs

Our Vision Statement

To be accessible and passionate leaders, growing and preserving the legacy of family wealth through generations.

Fairway Pillars

Our Fairway Pillars are a set of guidelines we use both internally and externally when operating day to day or making long term decisions for our business.

It details our guiding principles and what we believe are keys to the long-term success of our business and our ability to satisfy our clients for years to come.

They have also served as a list of criteria we use when communicating our views to potential new Team members and to help with evaluating current Team members on an ongoing basis.

Passion for Excellence

Integrity

Lifelong Learning

Lead by Example

Accountability

Respect for Others

Success with Work / Community / Life Harmony

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

English

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.

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

English

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

Paul is a Senior Wealth Advisor and a Portfolio Manager at National Bank Financial. With well over 20 years of experience, Paul spends the majority 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). Paul has lived his entire life in the London area and graduated with an Honours Economics degree from King’s College at The University of Western Ontario in 1995.

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. He has coached various kids hockey teams for many years and loves spending time at the rink.

Paul is married and has three teenaged 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.

Wealth Advisor

Speech bubble picto

English

Jaden is a Wealth Advisor with nearly 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 manages the operational aspects of the business for The Fairway Wealth Management Team. He also acts as the team’s head trader and is very active in managing the Fairway Baskets and JMRD Models, the latter which he created in 2016.

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

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.

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Adam attended Wilfrid Laurier University where he obtained an Honours Bachelor of Business Administration (BBA) with a Concentration in Finance.

Adam has over 13 years experience specializing in wealth management. However, this is the career he has prepared for his whole life as a second generation Wealth Advisor who grew up working with his Mom and Dad in high school, university and beyond.

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 is a Portfolio Manager. He is licensed in many Provinces in Canada and US States. Adam has been a volunteer with the Wallaceburg Sports Hall of Fame since his Grandfather started taking him meetings and giving him jobs at the age of 5. Adam continues to attend meetings with his Grandfather with this important local group He is a member on the Annual Award Selection Committee. Adam also volunteers as a community member on the Finance Committee for the Chatham-Kent Hospital Foundation.

Adam and his wife are the parents of a little girl. When not chasing his daughter, he enjoys playing hockey and golf, and watching the Toronto Blue Jays and Michigan Wolverines.

Senior Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Rob has over 35 years of investment experience specializing in Wealth Management and over 30 years as the former Manager of Chatham Branch of National Bank Financial. Over 30 years of Rob’s investment career has been at National Bank Financial in Chatham, Ontario. Rob is a Senior Wealth Advisor & Portfolio Manager.

Rob attended Wilfrid Laurier University where he earned an Honours Bachelors of Business Administration. Rob played varsity football while at Laurier earning his Letterman Jacket, Rob also graduated as the first male recipient of the AAA Award (highest grade point average for a male varsity athlete). Rob is a Chartered Investment Manager (CIM) and he has completed a Certificate in Estate Planning and Trust Strategy. Rob continued his education by completing the requirements for the Fellow of the Canadian Securities Institute (FSCI), Rob has his Level 2 Life Insurance License and he is a Personal Financial Planner (PFP). He is licenced in many Provinces in Canada and US States.

Rob has been an active volunteer in the local community serving on the Board of Directors of the Chatham-Kent Family Health Team for 8 years. He was also active in Doctor recruitment for 10 years. Rob has also been a Rotarian for over 30 years in Chatham receiving a Paul Harris Fellow Award. Rob was recognized for his volunteering by the Province of Ontario when he received the Ontario Volunteer Service Award. Rob has also been recognized by the Chatham Chamber of Commerce as Business Professional of the Year – Business Excellence Awards. He was also Coach of the Year as awarded by the Wallaceburg Sports Hall of Fame for his success coaching a basketball team to win an Ontario Provincial Championship.

In addition to his community awards, Rob has received many industry and firm awards: Wealth Management Excellence of the Year, Social Commitment Award, Awards of Excellence for Portfolio Management Excellence – National Finalist, Semi-Finalist Award of Distinction – Ontario for two years in a row.

Rob and his wife Kellie have 1 son, 2 daughters, 1 son-in-law, 1 daughter-in-law and 3 granddaughters. For recreation, Rob and Kellie love to travel. In the summer you will find them on their boat wakeboarding or teaching others to wakeboard. In the winter they are avid snow skiers, and Rob plays regular pick-up hockey.

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

Steve is a Wealth Advisor, Insurance Advisor and Portfolio Manager at National Bank Financial with more than 20 years of experience in Wealth Management. Steve graduated with a diploma in Business Administration – Management Studies from Conestoga College and spent 13 years managing business units in the healthcare industry. He entered the financial services industry in 2001 and joined National Bank Financial in 2011.

Steve is a Personal Financial Planner (PFP), has his Level 2 life insurance license and a Chartered Investment Manager (CIM). He enjoys the challenges of working with clients and their other advisors to develop tax and estate planning strategies, and he is located in our Waterloo office.

Steve is married with two children and lives in Kitchener. He has been a volunteer and member of the Board of Directors with Chicopee Ski and Summer Resort. In his spare time, he enjoys cycling and skiing.

Wealth Advisor & Portfolio Manager

Speech bubble picto

English

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.

Sue Lidbetter

Section Manager

Speech bubble picto

English

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.

Wealth Advisor

Speech bubble picto

English

Joe is a Wealth Advisor and Co-C.O.O. for the Fairway Wealth Management Team.

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 2007.

In 2011, Joe’s career path took him from Ottawa to Toronto where he worked as a Customer Service Associate and then as a National Sales Associate for a discount brokerage. He moved to London in 2014, and after a brief stint as a Financial Service Representative at a local financial institution, Joe joined the team in September 2015.

Joe holds both the Canadian Securities Course (CSC), and Conduct and Practices Handbook designations. He is passionate about following the stock markets and current events and has exhibited a personal bent toward customer service and client experience throughout his career.

Joe is an active volunteer in the London community serving on the Investment Committee for the London Community Foundation and assisting with the annual United Way campaign. Joes passion for cycling and has also lead him to be a board member for the Forest city cycling Challenge in support of St Josephs Hospital foundation.

Joe and his wife, Liz, live 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 Suñga-Doucet

Senior Wealth Associate

Speech bubble picto

English

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. With 22 years in the financial services industry, she has completed the Canadian Securities Course (CSC), Conducts and Practices (CPH) and is licensed and registered as an Investment Representative.

Catherine is a Senior Wealth Associate located at our Waterloo Office. She has a 13 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 Haidar

Wealth Associate

Speech bubble picto

English, French, Arabic & Spanish

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

Youssef holds the Canadian Securities license and the Conduct and Practice designation. 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.

Wesley Babbitt

Senior Wealth Associate

Speech bubble picto

English

Wes Babbitt is a Senior Wealth Associate with Fairway Wealth Management Team working out of the Chatham location. Wes joined the financial services industry in 2013 after attaining his degree in Applied Economics from Wilfrid Laurier University. Since joining the firm, Wes has completed the Canadian Securities Course (CSC) and the Conduct & Practices Handbook to become a licensed associate, and continues to pursue additional education opportunities in Wealth Management, including the PFP and CIM designations.

Wes spends his free time as an amateur writer and publisher, a novice programmer, and an unremarkable artist. He is also an avid fan of animals, classic TV sitcoms and anything that’s been barbecued.

Sarah Johnstone

Wealth Associate

Speech bubble picto

English

Sarah is a Wealth Associate with 18 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 is a licensed Associate as she holds both the Canadian Securities Course and Conduct and Practices Handbook designations, and presently working on Estates & Trust Administration course through the CSI.

Sarah has two children: Chloe who recently completed her Kinesiology degree at the University of British Columbia and is now at Western University to continue her education; and Thomas who is working for his grandfather’s business T.W. Johnstone while getting his trades tickets in natural gas pipelines.

Sarah loves fitness and has run many half marathons but now spends most of her time at the gym. She is an advocate of fashion, interior design and art. Most of all she enjoys the outdoors and hitting the trails with her energetic dog, Lola, and getting together with friends!

Matthew Aalbers

Wealth Associate

Speech bubble picto

English

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 and became a licensed associate.

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 lovely wife Dayna in May of 2014, and welcomed his first daughter Layla in 2018 and his second daughter Phoebe 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 Szypula

Investment Analyst

Speech bubble picto

English

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 enjoys reading a mix of non-fiction and literature, movies, cycling and checking out the wine/craft beer lists of local restaurants with his wife.

Kara Harkins

Wealth Associate

Speech bubble picto

English

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.

Marlene Wilkinson

Wealth Associate

Speech bubble picto

English

Marlene has over 20 years of experience in the financial industry, working in various roles.  These include Financial Advisor at Edward Jones and CIBC, and Insurance Agent at American Life Insurance Company.

She finds satisfaction in helping people understand products and services to increase their financial literacy. Her key motivations in the industry include delighting clients with exceptional service and helping women take an active role in managing their finances for success.  As a Wealth Associate at NBF, she supports the team with efficient processes for the administration of client portfolios to ensure that the service level exceeds clients expectations.

In her spare time she enjoys spending time with her daughter and friends, gardening, and traveling.

Leonora Semedini

Wealth Associate

Speech bubble picto

English

Leonora is an 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 McCann

Associate

Speech bubble picto

English

Morgan recently joined National Bank Financial in 2021 as an Associate. 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 Vivian

Associate

Speech bubble picto

English

Ashlyn joined the Fairway Wealth team in 2022 as an Associate in the London office. She attended Brock University and received her Bachelor of Business Administration degree with Honours, where she specialized in finance. Ashlyn is pursuing her Canadian Securities Course (CSC) and the Conduct & Practices Handbook (CPH) to become a licensed Wealth Associate. Originally from St. Mary’s, 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, camping and being outdoors. She can often be found in the gym or out on a run. She loves spending time with her family and friends. Ashlyn is an avid foodie and loves trying new restaurants.

Josie Lo Mascolo

Associate

Speech bubble picto

English

Josie graduated from the University of Windsor, where she earned an undergraduate degree in Honours Business Administration with a Finance specialization and a minor in Economics. As a Wealth Associate, she is dedicated to making each clients experience as positive as possible. She is eager to assist the team with their daily operations to ensure that all needs are being met.

Outside of her work at National Bank, Josie provides care to individuals with Autism as a personal support worker. In her spare time, Josie loves cooking, baking, working out, and spending time with her friends and family. She also enjoys playing soccer, hiking, and traveling. As an avid foodie, Josie’s favourite place to travel to is Manhattan, New York.

Amy Dao

Associate

Speech bubble picto

English

Amy Dao is an 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 is pursuing her licensing with Canadian Securities Course (CSC) and the Conduct & Practices Handbook to become a fully licensed associate.

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 traveling and deep diving into interesting stories, culture, art and history around the world.

Our partners

Meet the Fairway Wealth Management team. | National Bank Financial - Wealth Management
Photo of Marie-Claude Blanchet, Senior Financial Planning Consultant, partner.

Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.

Senior Financial Planning Consultant

National Bank of Canada
 

Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning.  As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Meet the Fairway Wealth Management team. | National Bank Financial - Wealth Management
Photo of Ashim Khanna, Senior Advisor, Financial Planning, partner.

Ashim Khanna, MBA, CFP

Senior Advisor, Estate Planning²

National Bank of Canada
 

Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.

Contact us

Get contact information for our team members and find out where our offices are.