My Advisor - Website

rees. 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. Our mission is to provide peace of mind for wealthy families through a proven platform of comprehensive planning, customized solutions and exceptional service. Please visit us on the web at http://www.jmrdwealth.com
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f this web site – their contents will give you a better idea of my approach to investing and how I put portfolios together for our clients. Finally, I have included a Links section as a value-added service to our clients – these will take you to other web sites that I think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.As a National Bank Financial Investment Advisor, I have the expertise and all of the necessary resources at my disposal to help you reach your investment objectives. I provide each of my clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.My mission statement is simple, but powerful: I bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investments….yours!

Latest report

2013-03 : Making the Most of the Tax Free Savings Account (TFSA)
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time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The Contact section gives our telephone numbers, as well as the information required to reach us by email. We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world's most important investment... yours! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered.
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the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets. We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to manage the world's most important investment... yours!
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e. Please take the time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The Contact section gives our telephone numbers, as well as the information required to reach us by email. Finally, we have included a Links section as a value-added service to our clients – these links will take you to other web sites that we think would be of interest or use to you in helping you understand the principles of investing and the workings of financial markets.We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs.
... [ Close ]

time to visit the various sections of this web site – their contents will give you a better idea of our approach to investing and how we put portfolios together for our clients. The contact section gives our telephone numbers, as well as the information required to reach us by email. We have the expertise and all of the necessary resources at our disposal to help you reach your investment objectives. We provide each of our clients with a personalized approach and an investment portfolio that is custom-built to ensure the best fit with their individual needs. Our mission statement is simple, but powerful: we bring all of the expertise, tools, products and services required to bear in order to manage the world’s most important investment….yours ! The content of this internet site, including the investment advice, is only intended for residents in the provinces/territories in which the Investment Advisor is registered.
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I love about my practice: In the words of Confucius’ , “Choose a job you love, and you will never have to work a day in your life”. The most important and uniting force within the Jovellanos Wealth Management Group is our mutual goals towards wealth accumulation and preservation. We strive to establish and nurture long-term relationships centered on developing tailored financial solutions for our clients. As your trusted investment advisor, I take pride in fulfilling my role as the mediator between you and the sometimes "complex" financial world by providing intuitive and clear solutions. As part of my practice, I am fortunate enough to meet and work with individuals across a spectrum of occupations, personalities, and risk preferences on a regular basis. Our group provides unwavering commitment to working closely with our clients at every step of the way on their journey to financial independance. Additionally, there is nothing more gratifying than the continued trust in our services and sincere referrals we receive from loyal clients. As my client, your financial well-being and security is my utmost priority. What the Jovellanos Wealth Management Group has to offer to you: Having served in the industry for more than a decade, we bring forth the experience and know-how to weather through both the boom and bust of economic cycles. As your trusted investment advisor, I not only provide suggestions for all clients but, more importantly, I work with them through every critical financial event in their life and ensure that the financial plans are intact. I want to make sure that I am engaged in major life decisions and able to offer my support through any financial hardships. We believe in the philosophy of full transparency, integrity and thorough communication. The Approach: 1. We strive to help you understand what you own and give you full transparency on your investments. 2. We strive to help you maximize savings by implementing efficient taxing strategies and increasing individual net worth. We want to make your future goals realized. 3. We want to help you plan out your retirement efficiently so you have a peace of mind now and then. A Bit More about Jason: I enjoy travelling and recreational activities, such as skiing and snowboarding, with my wife and daughter. I am an avid believer in maintaining a positive attitude and balanced approach in all aspects of life. Having an open mindset, as well as a listen-first approach, are at the foundation of both my work and family life.
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