What We Do

Client Service Philosophy

We provide financial peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service.

Objectives

We treat your money with respect. Guarding your nest egg is our most important task. We also want to make it grow, by reducing your investment costs and increasing your after-tax returns. Our award-winning results speak for themselves.

Investment Philosophy

The Fairway Team embraces the principles that have made Warren Buffett a great success. Acquiring top quality investments at reasonable prices and being patient are key to long-term financial success. This long-term, conservative approach reflects the Team's and National Bank Financial’s goal of handling all client needs. This does not mean we buy, hold and forget. We change our view when the information changes.

Investment Strategy

Recognizing that the financial needs of every client are unique, Fairway utilizes the extensive resources available to the team to develop, implement and monitor a long-term financial plan suited to the individual. Client expectations, objectives and time horizon are only some of the factors that are weighed when developing individual plans.