MDBWA MEMBER SPOTLIGHT
The MDBWA is proud to spotlight our member, Jackie Ramler!
With over 25 years as a Wealth Manager, specializing in working with corporate owners, executives and their families. Jackie works with clients to grow, preserve and enjoy their wealth. An added dimension to portfolio management as a Responsible Investment Advisor, Jackie assists in aligning client's values and principles with their portfolio, using environmental, social and corporate governance risk screening.
Take a look at what Jackie had to say:
What’s the business advice you would give today to your younger self?
- Wealth is simple - spend less than you earn and invest in growing assets. Invest in great companies and balance with property holdings to create multiple streams of income. Cash is 'Queen' and always have a reserve.
What’s one thing people would be surprised to learn about you?
- Life was not always easy - in and out of foster homes as a child, had to work multiple jobs during University, and ended up on food stamps at one point.
What’s your favourite part about what you do?
- Working with clients to achieve their family's goals - seeing children graduate, buying the cottage of their dreams and ultimately retiring comfortably.
What is your favourite part about being a member of MDBWA? If you are a new member, why did you join?
- I had been a member 20 years ago and wanted to reconnect with the strong and incredibly talented women of Midland once again.