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Jackie Ramler Portfolio Manager । Raymond James । Executive Wealth Advisors

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Barrie, ON
Jackie Ramler Portfolio Manager । Raymond James । Executive Wealth Advisors

Executive Wealth Advisors of Raymond James Ltd., offers specialized wealth services for Business Own is a member of FINRA/SIPC. Raymond James (USA) Ltd.

Boutique family wealth services offices for corporate owners, executives and incorporated professionals
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Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

10/29/2026

The way you give today can help shape the legacy you leave tomorrow.

On November 19, join our specialists Parvathy Nair and Marissa Lydynia of Solus Trust Company for a thoughtful discussion on integrating philanthropy into your wealth and estate plan.

From tax-efficient giving to trusts, estates and legacy planning, The Giving Imperative will offer practical insights to help make your charitable intentions meaningful and sustainable.

Register now: https://raymondjames.zoom.us/webinar/register/WN_xlcSQir5QrO7Cm6u0Jjo0A #/registration

10/26/2026

Thank you to everyone who joined us for our recent Client Insights Webinar: Your Estate, Your Legacy: The Role of a Professional Executor and Attorney

Our speakers — Damian McGrath, AVP, Estate and Trust Solutions and Marissa Lydynia, AVP, Estate and Trust Solutions — shared valuable insights on estate and incapacity planning, the responsibilities of executors and attorneys, and the role a professional corporate fiduciary can play in helping provide continuity, expertise, and peace of mind.

If you missed the session or would like to revisit the discussion, the full recording is now available.

Watch the webinar recording: https://www.raymondjames.ca/commentary-and-insights/client-insights/2026/10/23/the-role-of-a-professional-executor-and-attorney

10/21/2026

Congratulations to the Canadian Women's Rugby Team on an incredible 24-21 victory over England at Toronto's BMO Field.

As a proud partner of Rugby Canada and presenting sponsor of Rugby Canada's Regional Training Centres, Raymond James is committed to supporting the growth of women's sport and investing in the next generation of leaders both on and off the field.

This remarkable win showcased the talent, determination, and teamwork that continues to inspire fans across Canada, marking a historic moment for the sport and for the continued growth of women's rugby nationwide.

10/19/2026

Women account for nearly two-thirds of Alzheimer's disease cases, making cognitive health an important consideration in long-term financial planning. Combined with the demands of caregiving, careers, and family responsibilities, planning ahead with a trusted financial advisor can help you prepare for the future with greater confidence. Learn more: https://www.raymondjames.ca/commentary-and-insights/2026/10/08/what-every-woman-should-know-about-cognitive-decline-and-financial-planning

10/16/2026

The U.S. Fed has moved back into a hiking cycle, increasing its policy rate by 25 bps, to 4.00%.

raymondjames.ca

10/15/2026

At Raymond James, we recognize that long-term success is built through preparation, perseverance, and a strong support system.

Those themes are at the centre of ALL HEART: A RUGBY STORY, a new docuseries following Rugby Canada's Women's Team throughout their 2025 Women's Rugby World Cup journey. Available now on Crave, the series offers an inside look at the dedication, teamwork, and resilience required to compete as athletes on the world stage.

As a proud partner of Rugby Canada, Raymond James is pleased to support the athletes and programs helping advance women's rugby and develop Canadian talent.

10/12/2026

Wishing you and your family a Happy Thanksgiving.

10/09/2026

Purposeful philanthropy doesn't happen by chance. It begins with reflection.

Whether you're exploring charitable giving for the first time or looking to take a more intentional approach, this philanthropy guide collection can help you reflect on your values, identify your priorities, and shape your vision for giving.

Discover practical exercises and planning tools designed to bring greater clarity, confidence, and purpose to your giving journey.

Explore the collection: https://www.rjcfcharitablegiving.ca/resources/the-purposeful-philanthropy-series?sc_lang=en

10/08/2026

Over a decade of giving. Impact built over time.

The Raymond James Canada Foundation's first-ever Impact Report reflects on the evolution of the Charitable Giving Fund from 2012 to 2025, highlighting its growth, reach, and the collective impact made possible through charitable giving.

Through key milestones, grant distribution insights, and a look at the communities and causes supported along the way, the report offers a deeper understanding of how giving has evolved over more than a decade.

Looking back on the program's evolution provides valuable perspective on the impact charitable giving can have over time and the opportunities that lie ahead.

Read the full report here: https://www.rjcfcharitablegiving.ca/resources/impact-report

10/01/2026

Your estate plan is more than a set of documents. It helps protect your wishes, your loved ones, and your legacy. Join Raymond James and Solus Trust for an informative discussion on estate and incapacity planning, the role of the executor, and how a professional corporate fiduciary can provide expertise, continuity, and peace of mind when it matters most.

Address

186 Bayfield Street
Barrie, ON
L4M3B5

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://executivewealthadvisors.ca/

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