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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 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 Chartered Strategic Wealth Professional (CSWP) 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.