JMRD Watson Wealth Management Team
National Bank Financial
Reg Jackson has maintained his place in the top 20 after another excellent year in which he grew his AUM to $775 million. His practice’s focus on technology has paid off through the pandemic, and his team has also increased communication with clients, sending out an additional weekly email that proved to be a great success. Internally, the team also added a daily strategy call to share research and client contact stories.
“We essentially went from 18 team members working from four offices to 18 people working from 18 different locations,” Jackson says, “and I would argue that our communication has never been better.”
The cornerstone of JMRD’s business plan for 2022 and beyond includes a ‘white glove’ offering, as well as an ongoing focus on technology, which Jackson believes will continue to transform the wealth space.