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Providing Peace of Mind

for Wealthy Families and Institutions


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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 JMRD Watson 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, JMRD Watson 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.



Our Services


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Financial Planning

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Investment Management

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Retirement Planning

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Insurance

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Tax & Estate Planning


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Who We Help


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Individuals & Families

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Businesses

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Not-For-Profit Entities & Foundations


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Contact Us


London

Address
201-256 Pall Mall Street, London, Ontario N6A 5P6

Phone
(519) 439-6228
(800) 360-6055

Office Hours
Monday-Friday, 9am – 5pm

Toronto

Address
3200-130 King Street W, Toronto, Ontario M5X 1J9

Phone
(416) 869-8782
(888) 551-8782

Office Hours
Monday-Friday, 9am – 5pm


Waterloo

Address
701-180 King St. S, Waterloo, Ontario N2J 1P8

Phone
(519) 742-8481
(800) 265-2263

Office Hours
Monday-Friday, 9am – 5pm

Chatham

Address
380 St. Clair Street, Chatham, Ontario, N7L 3K2

Phone
(519) 351-7648
(800) 265-9884

Office Hours
Monday-Friday, 9am – 5pm


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