Welcome to JMRD 2018-11-14T18:56:20+00:00

Welcome to JMRD Wealth Management

The JMRD Wealth Management Team of National Bank Financial, is a select group of highly qualified investment professionals. Collectively, we possess over 70 years of wealth management experience, numerous financial designations and several university degrees. The unique team format employed by JMRD allows the group to utilize the expertise of each team member, providing our clients with the highest degree of knowledge in all aspects of personal finance. An additional benefit of the team format is an exceptional and unsurpassed level of service.

Client Service Philosophy

Client Service Philosophy

We provide financial peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service.

Investment Philosophy

Investment Philosophy

JMRD Team embraces the principles that have made Warren Buffett a great success. Acquiring top quality investments at reasonable prices, and being patient, is the 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

Investment Strategy

Recognizing that the financial needs of every client are unique, JMRD utilizes the extensive resources available to them 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.

The Latest News

JMRD Market Observer for January 5th, 2018 – Happy New Year!

In This Week's JMRD Market Observer     Happy New Year to Everyone! Retirement Corner Reads of the Week Economic Calendar Earnings Reports     Happy New Year to Everyone!  The JMRD Wealth Management Team wishes you all the best in 2018!   In our first Market Observer of the New Year we focus on a number of items as 2017 [...]

JMRD Market Observer for December 22, 2017 – Happy Holidays!

In This Week's JMRD Market Observer     Year-end Tax Reminders Geopolitical Briefing: Update on NAFTA Negotiation Economics & Strategy comment: Best showing in 57 years for the S&P 500 JMRD Basket Corner Retirement Corner Reads of the Week Economic Calendar Earnings Reports   Year-end Tax Reminders   Last day for Tax Loss selling of Canadian Equities – Wednesday, December 27th, [...]

JMRD Market Observer for December 15, 2017- Forex – Can the Loonie Make a Comeback?

In This Week's JMRD Market Observer     Year-end Tax Reminders Forex- Can the Loonie Make a Comeback Hot Charts - Canada: Best in a decade JMRD Basket Corner Retirement Corner Reads of the Week Economic Calendar Earnings Reports   Year-end Tax Reminders   Last day for Tax Loss selling of Canadian Equities – Wednesday, December 27th, 2017 (Canadian Markets are [...]

We have experienced professional advice from the JMRD Team – attaining great results and giving us financial freedom.

George and Lou Arts

A phenomenal team who are on top of short turnaround requests and always professional; indeed a true pleasure to work and consult with.

Joan Crawford-Wehrstein

My wife and I have been dealing with Paul and the JMRD Team since 2006. There has been a great deal of volatility in the financial markets since that time but the Team has kept us focused on the longer term plan for my family. Over this time, I have taken the opportunity to also recommend the JMRD Team to other members of my family who have since been happy with their experience as well. 

The JMRD Team considers all of our financial issues as well as the relevant tax and life insurance options that apply to our situation.

Peter Gregg, CEO, IESO

The NBF user-friendly web site is an excellent tool that enables me to monitor my investments on a daily basis if I choose to do so. I have learned a lot about investing by doing some of my own research and through discussions with NBF personnel. The person assigned to my account is very familiar with my holdings and with my preferences and risk tolerance.

When I place a telephone call to the London NBF office a real person answers the phone, not a machine that keeps asking you to press buttons.

I am very comfortable with my relationship with National Bank Financial.

Robert G. Alexander

Having spent my entire career in the financial services and investment banking industry, I have met and worked with many investment advisors and financial planners. [Ten] years ago, after a thorough analysis of the alternatives, I chose Reg and Paul to handle my families’ accounts despite the fact that they were located in London while I live in Toronto. I quickly learned that their team (now JMRD Group) could provide top-notch service whether it was via e-mail, phone or in-person meetings. Investment ideas, including their “baskets”, are excellent; trade execution is first rate; and their weekly publication and other research provides ample material to satisfy most people’s investment information urges.

Other family members and friends are also now getting their investment advice from JMRD and I highly recommend the entire team.

David Legresley, Corporate Director

Paul and the JMRD Wealth Management Team have been handling all aspects of my corporate and family financial planning for over 15 years.

During those 15 years, Paul’s team has consistently demonstrated that they have the knowledge, experience and dedication to provide me and my family with comprehensive and personalized solutions to fit our unique and evolving investment and financial planning needs.

I would not hesitate to recommend Paul and the JMRD Team to anyone looking for an advisor with the ability, integrity and the passion necessary to provide peace of mind for them and their family.

Chris Beckett, LLB Partner, Beckett Personal Injury Lawyers

For a number of years, I have dealt with Reg and Paul on both a personal and professional basis and have always enjoyed the experience. In particular, they are committed to providing both a very high level of service and a wide variety of service offerings. As a result, I have referred a number of clients to them.

Garth Howes, CA Partner, Graham Scott Enns CAS

I have been a client of Reg and Paul for several years now. Since my first involvement, I have been impressed by their customer focus, their integrity and patience. They are well informed and can give objective advice customized to your specific situation. My confidence in them grows each year as evidenced by my gradual consolidation of more of our money management to their care.

Don McDougall, President, Rambri Management

I believe I am one of the true veterans who has chosen to do business with the JMRD Group. That is, my relationship with the various individuals well precedes the formation of the team and I expect I share that distinction with a large portion of the current clientele.

To me, the key phrases in the group’s stated mission to provide are: (1) client “peace of mind” (2) “planning” (3) “customized” solutions and (4) “exceptional” service. I can attest that these are not hollow terms 
for the team. They do strive for what they are stating – and they really do deliver.

If I were to focus on one of the four above, it would definitely be the level of service. The JMRD level – both back and front office – is in fact little short of “unique”. That is , in my experience, and that’s of some four-and-a-bit decades as an active investor.

JMRD’s comprehensive weekly publication ‘The Market Observer’ is one of the best market commentaries/summaries/financial potpourri that I see.

Paul F. Little, Corporate Director and Investor, King City, Ontario