“Corporate Owners and Executives have many important decisions to make. Qualified financial advice can not only save you money and taxes, but also provide you with peace of mind for moving forward.” - Jackie Ramler
JACKIE RAMLER is a dedicated leader in the financial industry with more than 20 years of experience. She focuses on comprehensive wealth management solutions for business owners, corporate executives, and their family.
Jackie works to align your portfolio with your principles and priorities, while maintaining profitability. Screening for our principles, such as workforce diversity, reduced carbon footprint, product safety and sustainability, Jackie helps ensure your portfolio reflects the future you want to support.
Jackie and her team are active participants in the community. All team members are encouraged to serve their community and have the benefit of a paid volunteer day each month. Jackie is committed to volunteer work and charity organizations, such as Rainbows Canada, Tay Libraries, and Living Green Barrie. She resides on Georgian Bay with her husband Brian, who owns a marina, and her son Cameron, who is in high school.
I make it a priority to share my experience and skill set with non-profit, charitable and professional organizations.