1990

Reg and Paul meet before university through common friends. Paul from Lucan, Ontario and Reg from St. Marys (Lakeside) went to different high schools but had many of the same friends.

Around this same time, Reg and Jaden (also from St Marys) go to the same high school and become friends.

1995

Paul graduates from Kings College at University of Western Ontario and Reg buys the Westover Inn in St Marys with some partners while he works there during his university studies.

1996

Reg graduates from Richard Ivey Business School at the University of Western Ontario.

Paul starts working as a financial advisor at PIB Financial and Programmed Insurance. This is the financial services company owned by Home Hardware stores of Canada. His duties are to cover Home Hardware owners for financial services and he starts to grow his personal group of individual investment clients.

1997

Reg starts working for Scotia McLeod in the London, Ontario office as an investment advisor and immediately starts all courses to achieve the Fellow of the Canadian Securities Institute (FCSI) designation.

Paul completes his Certified Financial Planner (CFP) course and receives the prestigious personal financial planning designation.

1998

Paul gets married and is recruited by Reg to join him at Scotia McLeod as a partner to assist with a new large account for a Fortune 500 company at their locations in Canada. Reg and Paul share a cubicle desk and a single phone. Reg is recognized as one of the top new advisors at the firm.

1999

Paul is recognized as a member of the Executive Council recognizing the firm’s most successful new advisors.

While at Scotia McLeod, through a mutual client, the Team gets to know Zach Davidson, also an advisor at Scotia McLeod and they work well together on various projects for the benefit of this common client.

2000

Reg completes his Certified Investment Management Analyst (CIMA) designation. This is a prestigious US investment designation offered by the Wharton School of Business.

2001

Paul completes the Certified Investment Management Analyst (CIMA) designation.

2002

Reg and Paul and their team move to National Bank Financial to re-launch a new location for the firm in London. They appreciate the large bank safety and security as well as the flexibility to offer clients all they need. Most of the Team’s clients join the team at the new firm. Reg becomes branch manager of the new location and oversees all branch operations. Jaden Ropp also joins the Team and becomes a key member of the client service group. Reg becomes a portfolio manager and is licensed and certified to manage money on a fully discretionary basis. This is a new and unique development that allows the development of our successful basket program.

2003

The team launches its first basket using National Bank Financials unique basket program. The Exchange Traded Fund (ETF) basket is born at a time when ETFs are a very small part of the Canadian investment world. The team recognizes that these products will be a key part of the financial world for years to come.

The Team launches their first semi-annual client advisory board meeting. This involves the same 7-10 clients meeting every 6 months to discuss the JMRD Team, investment industry developments and anything else that arises. This board continues to meet for many years and discuss many far reaching topics. This is a relatively new initiative in the industry at the time and helps to refine the focus of JMRD moving forward.

2004

Reg is recognized as a Branch Manager of the Year for National Bank Financial.

Paul becomes a portfolio manager to help with the successful basket program.

2006

The Team launches their second basket the Diversified Income and Growth (DIG) basket to complement their successful ETF Basket.

2007

The Team receives their first national award recognition as finalists for the Portfolio Management Excellence Award at National Bank Financial.

2008

Zach Davidson joins the Team as a partner and launches the Teams second location in Toronto, Ontario to service his clients and the Team’s current clients in the city and surrounding area.

2009

Zach is recognized as one of the most successful new advisors at the firm and wins the prestigious rookie of the year award for the firm nationally. The Team is recognized again as one of three finalists for the Investment Advisors of the Year for the entire firm.

The team is approached by a colleague; Pat McGrath to combine his business with the Team’s to accommodate Pats eventual retirement. This proves to be a great fit and occurs with clients communicating their happiness with the added depth of a new larger team.

Reg, Paul, Zach and Jaden study for and pass the required exams to receive their US licenses.  This expands the Team’s investment management services to high net worth clients that reside in the US.

The JMRD Team hosts their first annual Calgary energy sector due diligence trip to meet company executives and analysts. The trip includes clients to help enhance our knowledge of the industry and build relationships.

2010

The Team is officially rebranded as the JMRD Wealth Management Team.  This is to recognize the ownership and contribution of both Jaden Ropp and Zach Davidson as full partners of the Team.  Reg and Paul now operate as co-CEOs and Jaden and Zach as co-head traders. The Team mission of “providing peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service” is formulated and adopted by all Team members. The Team PILLARS are introduced and form a key fabric of the ongoing culture the Team promotes.

  • Passion for Excellence
  • Integrity
  • Lifelong Learning
  • Leading by example
  • Accountability
  • Respect for Others
  • Success with work and life harmony

2012

The Team meets with Wilf Jenkins to consider a partnership to accommodate Wilf’s eventual transition from the business and a long term agreement is easily worked out to accommodate all. This results in a new third location in Waterloo Ontario and the addition of Catherine Sunga Doucet as a key member of the client service team. Wilf continues to be a key member of the Team and becomes Chairman of JMRD in order to be a sounding board on future direction and team initiatives.

The Team receives the private portfolio award from the firm for quality risk adjusted returns for clients in the Team basket program.

2013

The JMRD Team is recognized with the wealth management excellence award for NBF nationally to recognize their commitment to comprehensive wealth management and not merely the delivery of investment returns.

Two new baskets are launched; the All Capitalization (ACB) basket and the U.S. Growth basket.

2014

The Team reaches record results for overall revenue, assets managed and are also recognized for good risk adjusted returns for the basket program and the fully managed discretionary investment program.

Steve Lockner joins the Team in the Waterloo office to help manage the growth at that location and becomes the team expert on life insurance and financial planning.

Zach and Steve add the Portfolio Manager designations. Jaden completes the Investment Management Techniques (IMT) and the Portfolio Management Techniques (PMT) courses through the Canadian Securities Institute.  This further adds depth to the management of the JMRD Basket and Discretionary Management program.

2015

The Team reaches a billion dollars in assets managed with the addition of some great clients when another advisor in our London office, Chris Hall retires from the business. This also brought the addition of another great Team member, Sarah Johnstone, who now helps with client service in London.

Matt Aalbers and Joseph DiBrita join the team in London to assist with client service.

The Team is again recognized as Team of the Year for Southwestern Ontario.

The Team today has clients in nearly every province, with large pockets in Toronto, London, Yellowknife and many rural areas. They also have clients in many US states and Europe. We treat our clients as we would wish to be treated ourselves and have many regular client conference calls and appreciation events. These are often held at the Westover Inn in St Marys that Reg still owns, 20 years after he purchased it as a university student.

2016

The Team was recently recognized with two awards at the 2015-2016 Regional Awards of Excellence.

Social Commitment Award: Reg Jackson

Team of the Year Award: JMRD Team