“Investors are becoming more aware that their investment dollars can impact how corporations make important decisions with regard to Environmental, Social and Corporate Governance issues. Having qualified financial advice can save not only money and taxes but provide peace of mind in moving forward.”
-Jackie Ramler
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).
CREDENTIALS AND EXPERIENCE:
•Bachelor of Arts, Environmental and Political Sciences, Willamette Univ. Oregon 1982
•Masters in Business Administration, Marylhurst Univ. Oregon 1993
•Chartered Financial Planner (CFP), 1998
•Family Mediation, Northwestern University, 2005
•Financial Management Advisor, (FMA), 2008
•Responsible Investment Advisor, (RIA), 2014
•Chartered Investment Manager (CIM), 2015
•Portfolio Manager, 2016
•Board of Directors, Collaborative Practice Toronto, 2005 to 2009
•Board of Directors, Treasurer for Ontario Association of Family Mediators, 2006 to 2013
•Board of Directors, Rainbows for All Children Canada, 2010 to present
WHAT JACKIE DOES FOR HER PROGRESSIVE CLIENTS
•Gets to know her client, their family and their corporation
•Collects and organizes the financial data and ESG priorities – Positive and Negative
•Analyze the financial information to identify solutions to meeting priorities
•Uses a 7 point screening investment system to consistently beat the ESG and Janzi index returns.
•Stays in contact with clients on a regular basis to review portfolio and ensure clients are on track to attain goals within their portfolio guidelines.
Josh joined CIBC Wood Gundy in 2017 after 10 years of institutional investment management experience with Bloomberg in New York City. Josh is an award-winning global business manager, building analytics to bring transparency to the financial markets and advising some of the largest money managers in the world, including corporations, pension funds, hedge funds, central banks, and heads of government.
Our team invests globally, helping professionals, families, entrepreneurs, non-profits, foundations & institutional groups protect and grow wealth by investing across the capital structure. Josh has worked to help his clients implement ESG (environmental, social and governance) investments for the United Nations Environment Finance Initiative (UNEP FI)
Josh is equally passionate about the causes he helps support. Mr. Quinton strives to serve our community financially and by volunteering his time to serve as a Director on the boards of Shorefast, Innovate NL and Grenfell Association of America.
Josh grew up in a small family business in Newfoundland and is ardent in supporting local entrepreneurship as well as promoting self-sustainability and innovation in the province. He holds a Master’s degree in International Economics from Columbia University and a Bachelor of Commerce from Memorial University of Newfoundland.
Contact Josh at 800-563-0800 or josh.quinton@cibc.com
With over 30 years of portfolio management experience, Paul provides expert wealth planning and investment solutions to a variety of clients. Paul is committed to helping clients satisfy their most sophisticated investment needs by taking a personal approach; building relationships built on trust, integrity, and exceptional client service. Whether you are looking for personal wealth management for yourself, your family, or your business, you can depend on Paul to help you achieve your goals as they evolve through each stage of life.
We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.
The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.
Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.
We have the scale, flexibility and independence to tailor solutions just for you.
Alan joined ScotiaMcleod in 1987 after completing a M.B.A. at York University. He has been awarded the J.G. Weir Award for excellence in Client Service and was nominated for the Investment Dealers Association Award of Distinction. He was made a Director in 1994 and became a Portfolio Manager in 2011. Alan has been an 11 time member of ScotiaMcLeod’s “Chairman’s Council”.
Alan has been involved in socially responsible investing and impact investing since the late 1980’s. He was a founding member of the Social Investment Organization (later the Responsible Investment Organization) and sat on their inaugural Board of Directors. He is an original client and partner of Jantzi Research Associates (later Sustainalytics) and was a judge for the mutual fund industry’s “Socially Responsible Fund of the Year” award.
Alan has been featured on television and all of Canada’s national newspapers in regards to socially responsible investing, fossil free portfolios and impact investing. Alan has audited 13 year performance returns for his socially responsible investment portfolios.
Alan’s passion is the environment. In the early 1990s he hosted public seminars on environmental investing featuring leading environmentalist of the day. In 2000 he had his office “zero-footprinted” and “bullfrog powered”. He was a campaign manager for the Green Party of Canada and has sat on a variety of environmental not-for-profit boards including the Environmental Industry Association and Small Change Fund. Recently Alan helped craft Ontario’s first community solar energy project under the Green Energy Act (nominated for a Green Toronto award), which has since been used by 23 churches in Toronto.
Alan has played an active role in many social change organizations in Toronto. He recently sat on the boards of Variety Village and Bereaved Families of Ontario. He is the founder and President of the Alma Children’s Education Foundation (www.almafoundation.ca).
Investment Philosophy and Process
It has been Alan’s experience that applying a socially responsible screen to portfolios not only aligns one’s investments with their values but provides for lower volatility and higher returns.
Service Approach
Alan has a limited and particular client base (socially responsible investors) so he is able to provide excellent client service. Alan has a minimum account size of $1,000,000. Eleanor Martin has been his administrative assistant for 30 years and enjoys a stellar reputation within the firm and amongst his clients.
Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.
The flexibility of our discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.
Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.
We have the scale, flexibility and independence to tailor solutions just for you.