JMMB Investments January 2018

READY TO BOOK YOUR DREAM VACATION? Adventure Is Waiting

Are you ready to set out on a grand adventure? Many people spend their entire lives thinking about the exotic locations they want to explore, only to let the opportunity slip through their fingers. Stop dreaming about adventure and make it a reality with these top-of-the-line travel companies. GRAND CIRCLE TRAVEL Established by AARP founder Ethel Andrus, Grand Circle Travel specialises in affordable tour packages that let travelers focus on a true local experience. Your tour can include language lessons, visits to neighbourhood schools and home-hosted meals with local families, all of which allow you to immerse yourself in the local culture. If you’ve been dreaming of a nautical adventure, Grand Circle Travel also boasts an impressive fleet of small ships for ocean sailing and river cruises. Satisfy your wanderlust by visiting gct.com. ROAD SCHOLAR Looking for an adventure that will also quench your thirst for knowledge? For over 40 years, Road Scholar has dedicated itself

to creating memorable and educational global travel experiences. Road Scholar crafts vacations that match your interests, group size and desired activity level. Go on a maritime expedition with your grandchild in Hawaii or enjoy a solo adventure to the ancient ruins of Egypt or Greece. It’s like taking a semester abroad in college, but with fewer essays to write. Start planning your dream vacation at roadscholar.org. GLOBE AWARE Have you ever wanted to travel the world and help make the planet a better place? Then it’s time to consider ‘voluntourism’. Take the international trip you’ve always wanted by donating your time in a meaningful way. The experts in ‘aging with attitude’ at Senior Planet celebrate Globe Aware for its success in catering to the adventurous and the generous. Learn how you can volunteer with orphans or help clean up coral reefs at globeaware.org.

There will never be a better time to take the trip you’ve dreamed of for years. Adventure is out there; don’t keep it waiting any longer.

JMMB at a Glance

Meet Peter Thompson

As the senior investment manager for pensions and client portfolios, you could say a lot rests on Peter Thompson’s shoulders. Peter leads in the design, development and maintenance of the Group Investment Management Architecture. In other words, he’s here to make sure JMMB’s strategic objectives are met and that risk levels stay inside the agreed limits — something that’s not just important within JMMB, but to our clients, as well.

Across the financial industry, risk is an ever-present factor of investing and money management. And after 15 years in the financial industry, Peter maintains his passion for the investment world. He loves the atmosphere — an atmosphere defined by the people of JMMB and the clients who have come to rely on our products and services. At the end of the day, if Peter has helped a client achieve an individual goal, he knows he’s made a difference in person’s life. The day is even better if he spots an asset that is undervalued and he can add it to client portfolios, so our clients can, in turn, reap the benefits.

You can reach Peter at 564 0593.

Contact Your Personal Portfolio Manager:

1. Alaine Samuels – 551 7739 2. Gillian Bernard – 550 8020 3. Mark Gilzeane – 552 4586 4. Melissa McKenzie – 552 4666 5. Nicole Henry-Dewar – 469 2704 6. Racquel Henry-Burke – 403 9550 7. Ian Belcher (RBO) – 551 0521 8. Joan Edwards – 877 5512

When it comes to portfolio management, Peter oversees the development and implementation of investment strategies. He gets a top-level view so he can keep strategy consistent with risk tolerance.

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