Jackie Ramler

Portfolio Manager


“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

What Jackie does for her clients:

  • Collects and organizes your financial information
  • Educates and simplifies complex financial issues
  • Creates a roadmap to lay out the financial priorities for business and family
  • Provides solutions and options to maximize corporate and family wealth
  • Tracks your performance in attaining your goals
  • Aligns investment strategy with personal principles – environmental, social and corporate governance

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.


  • Bachelor of Arts Degree (Environmental & Political Sciences)
  • Masters in Business Administration (MBA)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CIM)
  • Fellow of CSI (FCSI)
  • Financial Management Advisor (FMA)
  • Responsible Investment Advisor (RIA)
  • Family Mediation, Northwestern University

Community involvement:

I make it a priority to share my experience and skill set with non-profit, charitable and professional organizations.

  • Member – Board of Directors – Rainbows For All Children Canada, 2010 – present
  • Title Sponsor and Event Organizer of Annual “Over the Rainbow Gala”, 2012-2016
  • Treasurer, Ontario Association for Family Mediation, 2006-2012
  • Director, Tay Township Library Board, 2014 to present
  • Director, Living Green Barrie Board, 2014 to present