Verified recordFinancial Services

Jackie Ramler

Portfolio Manager & Branch Manager at Raymond James Ltd

Based in Barrie, Canada

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Seniority

Manager

Department

General Business & Management

Location

Barrie

Industry

Financial Services

Company size

1.5K

Contact information

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Email

1 credit

j•••••••@raymondjames.ca

Phone

5 credits

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Background

About Jackie Ramler

30 years experience in Financial /Investment Planning, specialized skills in working with corporate owners, executives and their families to grow, preserve and enjoy their wealth. As a US citizen and licensed in the US, we support cross border services, assisting clients in the US and Canada. Offering Responsible Investment strategies that allow our clients to align their principles with their portfolio. Focused on flat fee advisory services that support our clients at every wealth milestone. Specialties: Corporate Owner & Executive Wealth Retirement Planning, Cross-Border Disclaimers: bit.ly/RJLUDSCLMR bit.ly/RJLDSCLMR

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