Our Services

We provide financial peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service.  Our services include Financial Planning, Investment Management, Retirement Planning, Insurance, Estate & Tax Planning , and more.

Solutions designed to meet your needs

Our JMRD Watson Pillars are a set of guidelines we use both internally and externally when operating day to day or making long term decisions for our business.

It details our guiding principles and what we believe are keys to the long-term success of our business and our ability to satisfy our clients for years to come.

They have also served as a list of criteria we use when communicating our views to potential new Team members and to help with evaluating current Team members on an ongoing basis.

  • Passion for Excellence
  • Integrity
  • Lifelong Learning
  • Lead by Example
  • Accountability
  • Respect for Others
  • Success with Work / Community / Life Harmony
List of criteria that JMRD Watson Pillars use

Simplifying your life

Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are. 

Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

Our purpose

Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs. 

Our approach

Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support. 

Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals. 

Contact us

Our team members are there for you. Contact us directly at