Jackie Ramler Portfolio Manager । Raymond James । Executive Wealth Advisors

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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 t

ax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com

06/11/2026

These 10 common scams catch people off guard. Here's how you can stay one step ahead of them.

Canadian GDP declined 0.1% in 1Q26, which was below the 1.5% growth expected in the Bank of Canada (BoC) forecast.
06/09/2026

Canadian GDP declined 0.1% in 1Q26, which was below the 1.5% growth expected in the Bank of Canada (BoC) forecast.

raymondjames.ca

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe.
06/05/2026

Cyberattacks are among Canada's fastest growing crimes. Review these tips to help keep your personal information safe.

raymondjames.ca

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.This session will ex...
06/02/2026

I'm pleased to invite you to an upcoming Client Insights Webinar hosted by Raymond James on June 25.

This session will explore the intersection of cognitive health and financial planning, including how changes in brain health can impact decision-making over time and why proactive conversations can make a meaningful difference for families.

If you or your family are thinking about long-term planning, or looking to better understand how to prepare for evolving financial needs - I encourage you to join.

Register here: https://raymondjames.zoom.us/webinar/register/WN_SDJt7_WQRxiGM34F3qR_Nw

zoom.us

Thank you to everyone who joined us for our recent Client Insights Webinar: Women & Wealth, What Women Want from Money C...
05/28/2026

Thank you to everyone who joined us for our recent Client Insights Webinar: Women & Wealth, What Women Want from Money Conversations.
Our speakers — Teresa Malowany, VP Head Wealth Planning & Tax Consulting; Annie Belanger, Insurance Planning Specialist; and Marissa Lydynia, AVP, Estate and Trust Solutions — shared their insights on how women approach wealth, what matters most to them in financial discussions, and how we can work to empower everyone during conversations around money.

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/retirement-estate-planning/2026/05/26/women-and-wealth

raymondjames.ca

The Bank of Canada (BoC) held its policy rate at 2.25% at the end of April, noting that a wide range of possible outcome...
05/18/2026

The Bank of Canada (BoC) held its policy rate at 2.25% at the end of April, noting that a wide range of possible outcomes on significant events like the war in Iran, affecting the price of oil, and trade uncertainty, with the upcoming USMCA review, could introduce scenarios that could prompt rate cuts or hikes.

raymondjames.ca

05/08/2026

Address

186 Bayfield Street
Barrie, ON
L4M3B5

Opening Hours

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

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