JMRD Wealth Management – Runner-Up for Team or the Year and Private Portfolio of the Year

The JMRD Team places second in Canada for best performing Private Portfolio managers for 2012 and “Team of the Year”

On behalf of the National Bank Financial Group, it is our privilege and utmost pleasure to announce that the JMRD Wealth Management Team was a finalist among the best performing Private Portfolio managers (IA Baskets) of 2012. They also won the “Team of the Year” Award for the Southwestern Ontario region and placed second for Team of the Year for the entire country. With these two awards, it is safe to say that 2012 was a terrific year for this team.


The Private Portfolios (IA Baskets) Award recognizes Investment Teams that hold the portfolio manager title and that have demonstrated excellence in managing their clients’ assets. The JMRD Team manages the Diversified Income & Growth (DIG) Basket, which in 2012, was ranked 2nd of 85 other Private Portfolios at NBF in terms of their excellent risk/reward ratio and overall performance for the year.  The Team of the Year Award recognizes Investment Advisory Teams with superior performances, as well as exceptional management of their clients’ assets and that have superior results in asset growth and portfolio management. JMRD Wealth Management Team has not only demonstrated extensive dedication to the well-being of their clients, but also to the rest of their social surroundings within their region.


We congratulate JMRD Wealth Management Team for these remarkable accomplishments and are very proud to denote the exemplary work of our Investment Advisory Teams who continue to make a difference with our loyal clients on a daily basis.

Dennis Stewner

Senior Vice President and National Manager

Wealth Management






By | 2013-05-10T13:49:42+00:00 December 10th, 2012|JMRD Updates|0 Comments

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