Our Team 2018-09-26T12:51:09+00:00

Our Team

The team members that make up JMRD Wealth.

       

REG JACKSON

CIMA, CIWM , FCSI, FSCI, FMA, HBA
Portfolio Manager
Senior Investment Advisor
Vice President

BIOGRAPHY

With Paul Manders, Reg operates as a Co-CEO of the JMRD Wealth Management Team and is responsible for the daily operations as well as the investment strategy for the 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 Vice President 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), the Certified Investment Management Analyst (CIMA) 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 part owner of the Westover Inn, in St. Marys. He is married and has one child. For recreation, Reg is an avid golfer, enjoys squash and listening to a diverse selection of music.

REG’S CORE RESPONSIBILITIES

  • Daily Portfolio Management: Researching investments appropriate for clients.

  • Monitoring the markets and the resulting effects on portfolios.

  • One of the main contact for the Team’s Baskets.

  • General market discussions and updates.

  • Ongoing marketing and strategy of the JMRD Team.

CONTACT REG FOR

Portfolio and individual stock information as well as comments /questions with regard to Baskets. Questions and comments on exchange-traded funds (ETFs).

Telephone 519-439-6566
reg.jackson@nbc.ca
Connect on LinkedIn & Twitter

       

PAUL MANDERS

CFP, CIM, CIMA, CIWM, FCSI
Portfolio Manager
Principal of Private Wealth Solutions
Senior Investment Advisor
Vice President

BIOGRAPHY

With Reg Jackson, Paul operates as a Co-CEO of the JMRD Wealth Management Team and is responsible for the daily operations as well as the long-term strategy for the Team. Paul is a Vice President, a Portfolio Manager and a Principal of the Private Wealth Solutions Group at National Bank Financial. With over 2 decades 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), a Certified Investment Management Analyst (CIMA), a Certified International Wealth Manager (CIWM) and has his Level 2 Life Insurance license. 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.

Paul is married and has three children. He is an active member of the community, involved with the London Community Foundation, the United Way and other local church and charitable organizations. When he has time after his family and clients, Paul enjoys hockey, golf and reading biographies.

PAUL’S CORE RESPONSIBILITIES

  • Daily Portfolio Management: Researching investments appropriate for clients.

  • Monitoring the markets and the resulting effects on portfolios.

  • Reviewing and summarizing client’s portfolios and judging them against their original objectives.

  • Working with client’s advisors, such as accountants and lawyers, to ensure a client’s total needs are met.

  • Updating the detailed financial and estate plans for clients and prospective clients that have been prepared by our partners.

  • Daily management of Team Human Resources and Process.

CONTACT PAUL FOR

Anything regarding your financial planning, market or non-market related. Any questions regarding the services offered by the JMRD Team.

Telephone 519-439-5341
paul.manders@nbc.ca
Connect on LinkedIn & Twitter

       

JADEN ROPP

CIM,FMA, HBA
Head Trader – London
Senior Investment Advisor

BIOGRAPHY

Jaden is an Investment Advisor with 2 decades of industry experience. After graduating from Wilfrid Laurier University with an Honours Business Administration Degree in 1992, Jaden worked for a year in Japan as an English Language Instructor. He entered the financial services industry in 2000 and joined the National Bank Financial group in 2002.

He is committed to career development as evidenced by his Financial Management Advisor (FMA) designation. Jaden also possesses his Level 2 Life Insurance license and is also
fully licensed for options trading. Jaden is one step away from completing his Canadian Investment Manager (CIM) designation and is licensed in many U.S. states.

Jaden is married with three young children and lives in the St. Marys area. In his leisure time he enjoys playing golf and hockey, watching baseball and travelling. Over the years Jaden has been an assistant coach for local boys’ hockey and baseball and has volunteered with the United Way.

JADEN’S CORE RESPONSIBILITIES

  • Buying and selling of investments for clients and our JMRD Baskets and Models.

  • Managing client Model portfolios.

  • Monitoring and evaluating the mutual fund portion of client accounts.

  • Ensuring mutual fund returns are being enhanced by reducing the overlap between holdings and selecting the best offerings on a long-term risk/reward basis.

  • Evaluating the JMRD Baskets as alternatives to mutual funds.

  • Monitoring the markets and the resulting effects on portfolios.

  • Contacting and servicing clients regarding reviews and outstanding issues.

CONTACT JADEN FOR

Any information regarding the services offered by JMRD Wealth Management. Portfolio and individual stock information as well as comments/ questions regarding the Baskets and Models.

Telephone 519-439-3351
jaden.ropp@nbc.ca
Connect on LinkedIn & Twitter

       

ZACH DAVIDSON

B.BM, CIM,FCSI,
Head Trader – Toronto
Investment Advisor
Portfolio Manager

BIOGRAPHY

Zach is an Investment Advisor and Portfolio Manager at National Bank Financial and a Partner with the JMRD Wealth Management Team with 2 decades of experience in Wealth Management. Zach graduated from Ryerson with a Bachelor of Business Management and worked as an Investment Associate before joining the National Bank Financial group in 2008. Zach is fully licensed in securities and options and enjoys the challenges of the investment markets. Zach has attracted a loyal client base and is fully licensed in many of the U.S. states. As a part of his ongoing commitment to staying at the forefront of the industry, he completed his Canadian Investment Manager designation (CIM).

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, professional baseball fan, crossfit enthusiast and also enjoys spending time with his family.

ZACH’S CORE RESPONSIBILITIES

  • Daily buying and selling of investments for our clients and JMRD Baskets.

  • Daily Portfolio Management.

  • Researching investments appropriate for clients through his extensive network of industry contacts and information.

  • Conducts comprehensive stock analysis.

  • Meeting with analysts and company executives.

CONTACT ZACH FOR

Individual stock information and overall financial market commentary.

Telephone 416-869-8782
zach.davidson@nbc.ca
Connect on LinkedIn & Twitter

       

STEVE LOCKNER

CIM Investment Advisor
Portfolio Manager
Life Insurance Agent

BIOGRAPHY

Steve is an Investment Advisor and Portfolio Manager at National Bank Financial with more than 15 years of experience in Wealth Management. Steve graduated with a diploma in Business Administration – Management Studies from Conestoga College in 1987 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 is a volunteer and sits on the Board of Directors with Chicopee Ski and Summer Resort. In his spare time, he enjoys cycling and skiing.

STEVE’S CORE RESPONSIBILITIES

  • Ongoing management of his clients’ accounts.

  • Monitoring markets and the resulting effects on portfolios.

  • Developing and presenting financial plans for clients and prospective clients.

  • Steve coordinates insurance strategies for the JMRD Team and their clients.

  • Working with client’s advisors, such as accountants and lawyers, to ensure a client’s total needs are met.

  • The main Investment Advisor in our Waterloo office.

CONTACT STEVE FOR

Any questions regarding personal or corporate insurance needs, portfolio management, financial planning, or the services offered by the JMRD Team.

Telephone 519-745-3242
steve.lockner@nbc.ca
Connect on LinkedIn

       

SARAH JOHNSTONE

Investment Associate

BIOGRAPHY

Sarah is an Investment Associate with 13 years industry experience. 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.

Sarah has two teenage children: Chloe who is in her 2nd year Kinesiology at University of British Columbia, and Thomas, who is in grade 11 at Central High School. 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 sincerely loves a great comedy. Most of all she enjoys spending as much time as possible with Chloe and Thomas.

SARAH’S CORE RESPONSIBILITIES

  • JMRD team coordinator of the London Admin.

  • Licensed to Buy and Sell investments

  • Working closely with our Advisors and our Clients to ensure all client needs are met.

  • Administrative Requests: Cash transfers, Contributions, Registered Account withdrawals, Client Performance reports, account opening, stock certificates.

  • Estates Resource and processing.

CONTACT SARAH

Telephone 519-439-5313
sarah.johnstone@nbc.ca
Connect on LinkedIn

       

CATHERINE SUÑGA-DOUCET

Investment Associate

BIOGRAPHY

Catherine was born in Okinawa, Japan and grew up in Kitchener, Ontario. While living
in Toronto she gained her initial investment experience at Desjardins Securities in 2001 before joining National Bank Financial in January of 2006. With 15 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 located at our Waterloo Office. She is married with a young son who shares in her passion for gardening and baking. During her down time she enjoys learning to play guitar, writing poetry and experimenting with cooking. She is an avid golfer and seizes every opportunity to play a round of golf with her mentor, her father.

 

CATHERINE’S CORE RESPONSIBILITIES

  • JMRD administrative team coordinator.

  • The main administrative contact for our Waterloo office.

  • Implementing and monitoring of our proactive client servicing system.

  • Responsible for account transfers, preparing cheques and sending out requested documentation.

  • Catherine is licensed to take trading instructions.

CONTACT CATHERINE FOR

Any questions regarding personal or corporate insurance needs, portfolio management, financial planning, or the services offered by the JMRD Team.

Telephone 519-742-8481
catherine.sunga-doucet@nbc.ca

       

MATTHEW AALBERS

Investment Associate

BIOGRAPHY

Born in Woodstock and raised in Strathroy, Matt came to London in 2002 and graduated from Fanshawe College with a Food and Beverage Management diploma. Working in the hospitality industry over the next eight years and working as a manager over the last
four, he realized he was looking for a more in depth way to help people. Returning to Fanshawe College in 2011, he graduated with a Financial Planning diploma and completed his Canadian Securities Course (CSC). Starting at National Bank of Canada in April 2013 he worked as Front Line Advisor and then in the beginning of February 2015, he was hired at National Bank Financial (JMRD Wealth Management Team) in London as an Associate.

Matt passed his CPH, is now an Investment Associate and is currently working on becoming a Certified Financial Planner (CFP). He recently married in May of 2014 and is excited to find a home and to start a family. In his spare time he loves to play many different sports, especially soccer which he plays through-out the year. He also enjoys camping, running, swimming, cooking and spending time with family and friends.

MATTHEW’S CORE RESPONSIBILITIES

  • Financial and Retirement assessment specialist.

  • Registered account consultant.

  • Initiating and monitoring trades, transfers, and transactions for clients.

  • Assists our Financial Planner Marie with all new and existing clients.

  • Matt is licensed to take trading instructions.

CONTACT MATTHEW

 

Telephone 519-439-8154
matthew.aalbers@nbc.ca
Connect on LinkedIn

       

JOE DI BRITA

Investment Associate

BIOGRAPHY

Joe is an Investment Associate with over 5 years of industry experience. After graduating from Carleton University with a B.A. Honours Degree in 2007, Joe immediately began his career in the financial services industry in Ottawa. In 2011, Joe’s career path took him 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, joined the JMRD Wealth Management 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 has exhibited a personal bent toward customer service and client experience throughout his career.

Joe and his wife, Liz, are thrilled to be living in London and have recently purchased their first home. In his free time, Joe can be found golfing and road cycling in the summer and cross country skiing all winter

JOE’S CORE RESPONSIBILITIES

  • Cash investment trading, including all questions regarding GICs.

  • Registered account specialist.

  • Initiating and monitoring trades, transfers, and transactions for clients.

  • Daily market review and updates.

  • Joe is licensed to take trading instructions.

  • Assistant to Jaden on basket and Model related questions.

CONTACT JOE

 

Telephone 519-439-6452
joe.dibrita@nbc.ca
Connect on LinkedIn

       

MARIE-CLAUDE BLANCHET

CFP, FCSI, Hon. B Comm, R.F.P
Senior Financial Planning Consultant

BIOGRAPHY

Marie has been a financial planner for over 20 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. Marie 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 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 obtained her Honours Bachelor of Commerce from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

MARIE’S CORE RESPONSIBILITIES

  • Preparing comprehensive financial plans for our clients with complex business, property and tax planning issues.

CONTACT MARIE

 

Please consult your advisor if you believe you could benefit from Marie’s high-level expertise.

       

DREW BECKETT

Investment Associate

BIOGRAPHY

Drew is from Exeter Ontario and recently graduated from the Telfer School of Management at the University of Ottawa with an Honours Bachelor of Commerce Degree with a specialization in Finance in April. He spent last summer working in the Finance department at Canada Post Corporation’s head office in Ottawa, he joined the JMRD Wealth Management team this May, and is a CFA Level I Candidate. Some of Drew’s interests outside of work are travel, playing hockey and golf, following other sports like baseball, football and basketball, and he also enjoys reading finance and investing books, as well as sports biographies.

DREW’S CORE RESPONSIBILITIES

  • Investment associate working out of the London and Toronto office.

  • Daily market review and updates.

  • Drew is licensed to place trades.

CONTACT DREW

 

Telephone 519-439-6219
drew.beckett@nbc.ca
Connect on LinkedIn & Twitter