06/23/2026
Financial planning is about more than retirement projections and investment returns. π
In this conversation, Reg Jackson and Chris Jermyn discuss the difference between wealth planning and financial planning, and why the most meaningful conversations often go beyond the numbers. π£οΈ
From estate planning and family values to defining purpose and preserving a legacy, a thoughtful financial plan helps families align their wealth with what matters most. The goal isn't simply asking "Am I okay?" but understanding what your wealth means and the impact it can have for generations to come. ππΌ
When purpose and planning come together, the conversation becomes much bigger than finances. π€πΌπ§
π nbfwm.ca/advisor/fairway-wealth-management
π§ [email protected]