"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:
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.
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.