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Jackie Ramler

Portfolio Manager
jackie.ramler@raymondjames.ca

 

"Corporate executives, business owners, affluent individuals and families, have many important decisions to make. Qualified financial advice can save you money and taxes, and also provide you with peace of mind for moving forward.” - Jackie Ramler

What Jackie does for her clients:

  • Collects and organizes your financial information
  • Educates and simplifies complex financial issues
  • Provides a comprehensive, objective and consultative approach
  • Formulates the financial priorities for the business and family
  • Provides solutions and options to maximize corporate and family wealth
  • Tracks your performance towards attaining goals
  • Aligns investment strategy with personal principles – environmental, social and corporate governance

Private Investment Management | Wealth Management Solutions | Investment Management | Responsible Investment Solutions | Financial Planning | Estate Planning | Insurance | Tax Minimization Strategies | Charitable Giving


Jackie Ramler has been a dedicated leader in the financial industry since 1995. Her focus is on comprehensive wealth management solutions for business owners, corporate executives and their families. By utilizing dynamic asset allocation and risk management techniques, Jackie constructs portfolios to preserve and build wealth while matching the client’s financial goals and objectives.

Having earned the highly respected accreditation of Portfolio Manager, Jackie offers Private Investment Management. Portfolio Managers must possess advanced investment credentials, extensive experience and substantial assets under administration.

Jackie is a member of the Responsible Investment Association of Canada. With her developed strategies and refined screening process, your principles, such as workforce diversity, reduced carbon footprint, product safety and sustainability can align with your portfolio, maintain profitability and reflect the future you want to support.

Education:

  • Bachelor of Arts Degree, Environmental & Political Science
  • Masters of Business Administration (MBA)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CIM)
  • Fellow of the Canadian Securities Institute (FCSI)
  • Financial Management Advisor (FMA)
  • Responsible Investment Advisor (RIA)
  • Family Mediation, Northwestern University
  • Portfolio Manager, CDN, 2016
  • Portfolio Manager, US, 2018

Community Involvement:

Jackie makes it a priority to share her experience and skill set with non-profit, charitable and professional organizations.

She and her diligent team, Executive Wealth Advisors, are active participants in the community. Jackie is committed to charity organizations, such as The David Busby Centre, 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 has recently graduated from high school.

  • Founding Supporter, Sustainable Orillia, 2018 - Present
  • Secretary & Board Member, Estate Planning Council of Simcoe County, 2018 - Present
  • Title Sponsor, Green Screen (Environmental Film Series), 2017 – Present
  • Committee Support, Sustainable Orillia, 2018 - Present
  • Director, Living Green Barrie, 2014 – Present
  • Chair, Tay Township Library Board, 2014 – 2018
  • Board of Directors, Rainbows For All Children Canada, 2010 – 2017
  • Title Sponsor and Event Organizer (over $130,000 raised), Annual ‘Over the Rainbow Gala, 2011 - 2016
  • Director, Ontario Association for Family Mediation, 2006 – 2012