JMRD Wealth Management Team - National Bank Financial
333 Dufferin Avenue
Toll Free: 1-800-360-6055 Fax:
Wealth Management Process
RRSP, RIF, RESP
Fee-Based Discretionary Portfolio Management
Professional/Legal Accounting Relationships
Corporate/Foundation Accounts Management (Hospital/Charities)
VIP Client Services
Insurance & Wealth Planning
Exchange-traded funds (ETFs)
With Paul Manders, Reg operates as a Co-CEO of the JMRD Wealth Management Team and is responsible for the daily operations as well as the investment strategy for the Team.
Reg has over 18 years of experience specializing in Wealth Management, and 8 years as the former Branch Manager in the London, Ontario office of National Bank Financial. Reg is a Vice President and a Portfolio Manager.
Reg attended The University of Western Ontario, completing three years of financial and economic studies before graduating with an Honours Business Administration degree from the Richard Ivey School of Business. He has continued his education by completing the requirements for the Fellow of the Canadian Securities Institute (FSCI), the Financial Management Advisor (FMA), the Certified Investment Management Analyst (CIMA) and most recently the prestigious designation Certified International Wealth Manager (CIWM) which is the only wealth management designation built specifically to manage the complex financial needs of affluent clients. Reg has his Level 2 Life Insurance license and is a Personal Financial Planner (PFP) – and is fully licensed to provide investment advice in many U.S. states.
Reg is part owner of the Westover Inn, in St. Marys. He is married and has one child. For recreation, Reg is an avid golfer, enjoys squash and listening to a diverse selection of music.