An Important Update From the JMRD Watson Wealth Management Team
We hope you had a wonderful holiday season with your families and loved ones. As we celebrate the new year, we are pleased to share some very exciting news!
As the financial industry and National Bank Financial continue to evolve, we are taking our business to the next level to continue delivering the very best service and financial advice to you.
The JMRD Watson Wealth Management Team is partnering with the Mallender Group at National Bank Financial, effective February 1st 2023. Together, we will be one of the largest investment management teams at National Bank Financial.
This new partnership will add four new faces to bring our combined team to a total of 25:
- One Portfolio Manager – Craig Mallender
- Two Wealth Associates –Youssef Haidar and Marlene Wilkinson
- One Associate – Josie Lo Mascolo
You can read more about these new team members here: Mallender Group - Meet Our Team
This addition means our Team of Experts is now available to you in five locations: Toronto, Waterloo, London, Chatham, and now an office in Windsor. All team members are committed to providing you with the best and most comprehensive financial advice possible.
Will This Change Our Relationship With You?
- No. You will continue to meet and communicate with your current Wealth Advisor and Associate as you always have!
- The best of both teams will be extended to you.
- You will be able to communicate with our Mallender partners to access their experts anytime the need arises.
- We will continue providing you with our financial services at the same firm – National Bank Financial.
What Does Change? Below Are Some Benefits For You As A Result Of The Merger.
- Additional expertise and support through our combined Team of Experts.
- A greater variety of investment solutions to potentially invest in, based on your goals and objectives.
- Consistent service from people you trust, even if your Wealth Advisor and Associate are away.
- Five convenient JMRD Watson Mallender offices to host appointments or to drop off documents/cheques/etc.
Stay tuned for more exciting news on this merger in the near future. Please visit the websites: https://www.nbfwm.ca/advisor/mallender-wealth-management-group.html (for the Mallender Group Wealth Management Team) and stay tuned to our website for more insight into the talents of your new combined financial team.
The JMRD Watson Team, as well as the Mallender Group, look forward to continuing to make your investment experience a successful one.
Your JMRD Watson Mallender Wealth Management Team