I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.
We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.
Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.
Let’s get started.
I work with my clients to provide a complete and comprehensive approach to meet all of their financial needs. These services include, but are not limited to, investment advice, insurance solutions, tax planning and estate planning. My clients include a variety of investors, business owners, institutional investors, as well as individual investors. I am happy to meet with you to develop a financial strategy that will enable you to achieve your goals. Having my office based in Mississauga, Ontario allows me to service clients that are primarily in the Toronto, Peel/Halton regions as well as other areas of the GTA.
I look forward to working with you to understand your values. Together we can achieve a solid foundation to put you on the path to socially responsible investing.
Michael Silicz is the award-winning Portfolio Manager of the Silicz Wealth Management Team at National Bank Financial in Winnipeg. Michael uses Responsible Investments and buys and holds Canadian, US, and International companies that exhibit strong Environmental, Social, and Corporate Governance (“ESG”) scores relative to their peers. Michael is a director with the St. Paul’s College Foundation at the University of Manitoba, the major Catholic higher education institution in the province.
I help professional women & their families who are ready to free themselves from the stressful burden they feel about their money. Together, we will plan your finances around the life you want to live. We will create a plan that’s designed for your attitude towards risk and most importantly about the life you want to lead.
Ian has worked in the investment industry since 1996, joining RBC in 2000. He is a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) as well as a Senior Portfolio Manager & Investment Advisor. As part of an elite group of advisors at RBC Dominion Securities qualified to offer discretionary portfolio management, Ian had to meet exceptional standards in education, experience and assets under administration.
Ian attended the University of Waterloo, earning a Bachelor of Arts degree (Honours) in economics. He is a member of RBC’s Executive Council, recognized for exemplary business ethics, unparalleled commitment and dedication to clients, and best-in-class investment advice. He believes in building long-term relationships based on trust and is fortunate to have many clients who have been with him since the beginning.
Ian is responsible for the day-to-day management of your portfolio and leading an extended team of tax, estate and financial planning experts to provide you with an integrated wealth management plan.
Ian is a Portfolio Manager, Director, and Vice President of the Firm, and is a member of Odlum Brown’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs.
Ian has completed the CFA designation, which is focused on global investment knowledge, professional standards and ethics. As a Portfolio Manager, he is able to use that knowledge in helping clients meet their financial goals through Portfolio Managed Accounts (PMA).
Your values are deeply personal. Our approach is too.
We work with clients to consider the profound questions, ‘Will I be OK?’ and ‘How can I look after my family?’, and move beyond that to help them connect their money to what’s meaningful to them.
We help business owners and professionals align their finances with their values, by planning for financial independence, family and social legacies, responsible investing and philanthropy.
People like doing business with us because they are ready to combine meaning with their money.
We are licensed as an independent agent to provide our clients with tax-preferred insurance solutions, employee benefit plans, responsible investments and sustainable retirement income.
“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.
People, Planet, Profits.
That’s what Socially Responsible Investing means to me.
For over 20 years, I have been advising clients on how to integrate environmental sustainability, social responsibility and good corporate governance (ESG) issues into their investment decisions.
A trailblazer in Canadian SRI, I am excited to be helping build capacity and community in Impact Investing.
I offer:
• a principled approach to investing
• education about money and investments
• a holistic financial planning approach including tax and retirement planning
• communication based on your preferences as to the frequency and medium (face to face meetings, video, telephone, email, etc.).
If you are looking for an accessible, jargon free advisor who is passionate about building a better world, please contact me.
Sucheta has an LL.B. from Osgoode Hall Law School. She is a graduate of the Canadian Securities Institute’s Professional Financial Planning Program, a Certified Investment Manager (CIM), a Fellow of the Canadian Securities Institute (FCSI) and a Certified Financial Planner (CFP). Sucheta has also earned Canada’s Responsible Investment Advisor Certification (RIAC).
She is a past President of the Board of the Responsible Investment Association’s predecessor, the Social Investment Organization, and has also volunteered on the Boards of East End Community Health Centre, Straight Goods and Planet in Focus She is currently honoured to be on the board of the Catherine Donnelly Foundation..