Skip to content
twitterfacebooklinkedinenvelope
  • T: 705.721.5919
  • F: 705.721.5707
  • T: 705.721.5919
  • F: 705.721.5707
  • T: 705.245.5919
  • F: 705.721.5707
Feel free to reach out.
  • Home
  • How We Help
    • How We Help
    • Services
    • Specialty Services
    • Strategic Principles
    • Alternative Investments
    • Education Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Investment Banking
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • About Us
    • About Us
    • Jackie Ramler
    • Joanne Parkinson
    • Andrea Tarini
    • Our Process
    • Our Partners
    • Professional Recognitions
    • About Raymond James
    • Community Involvement
  • cross border
  • Insights
    • Insights
    • Articles
    • Videos
  • Contact Us
    • Contact Us
    • Book Your 30 min Coffee Chat with Jackie
  • Client Access
    • Client Access
    • Canada Client Access
    • U.S. Client Access
  • Barrie Office
    186 Bayfield St Barrie, ON L4M 3B5 T: 705.721.5919 F: 705.721.5707
    Map and Directions Map and Directions
  • Elmvale Office
    42 Queen Street West Elmvale, ON L0L 1P0 T: 705.721.5919 F: 705.721.5707
    Map and Directions Map and Directions
  • Midland Office
    699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2 T: 705.245.5919 F: 705.721.5707
    Map and Directions Map and Directions
Executive Wealth Advisors LogoExecutive Wealth Advisors Logo

Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve your goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavours through estate and legacy planning. With our help, you have a full range of resources at your disposal.

Services Include

  • Retirement Income Planning
  • CPP, QPP and OAS Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

related resources

Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.
Read

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...
Learn more

Family and Lifestyle
Home Budget Analysis

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...
Start

Personal Finance
Mortgage: Adjustable vs. Fixed Rates Comparison

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...
Start

Loans
Mortgage: 15 vs. 30-Year Comparison

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...
Start

Loans
Mortgage Payoff Calculator

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage paymen...
Start

Loans
Sophisticated wealth management
Always here for you
Executive Wealth Advisors LogoExecutive Wealth Advisors Logo
  • Barrie Office 186 Bayfield St Barrie, ON L4M 3B5
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Elmvale Office 42 Queen Street West Elmvale, ON L0L 1P0
  • T 705.721.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
  • Midland Office 699 Aberdeen Blvd. Suite 65C Midland, ON L4R 5P2
  • T 705.245.5919
  • F 705.721.5707
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

© 2025 Raymond James Ltd. All rights reserved.
Privacy | Advisor Website Disclaimers  |  Manage Cookie Preferences

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement  | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2021 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

CIRO logoAdvisor Report logoCIPF logo

This website uses cookies to ensure you get the best experience on our website. By clicking ‘X’, you accept all cookies by default and exit the banner.
Manage preferences