Jackie Ramler

Portfolio Manager, Raymond James Ltd.

Jackie Ramler

Portfolio Manager, Raymond James Ltd.

Biography

Jackie Ramler holds her Master’s in Business Administration (MBA), is a Chartered Financial Planner (CFP), Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI). She is a dedicated, passionate and highly-respected leader in the financial advisor industry. Since 1995, Jackie has worked with clients in assessing the financial needs of corporate owners, business professionals and their families. Drawing on her undergraduate degrees in Environmental Science and Political Science, she specializes in designing and evaluating investment portfolios that screen for Environmental, Social and Corporate Governance issues (ESG).

All sessions by Jackie Ramler

Advisor Practice Strategies to Meet the Demand for Responsible Investing

12 Jun 2020
11:00 am - 12:15 pm (EDT)
Retail Advisor Day