Zach Davidson

B.BM, CIM, FCSI, PFP

Head Trader – Toronto
Investment Advisor
Portfolio Manager

Phone: 416-869-8782

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Zach is an Investment Advisor at National Bank Financial and a Partner with the JMRD Wealth Management Team with more than 15 years 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 in Canada and several U.S. states 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 has recently 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 and also enjoys spending time with his family.

Toronto Office
130 King Street West
Suite 3200
Toronto, Ontario
M5X 1J9
Toll Free: 1-888-551-8782

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.

Contact Zach for

  • Individual stock information and overall financial market commentary.