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Knowledge is wealth, and wealth is empowerment

Our mission is to provide you with the knowledge you need to make smart financial decisions. Learning is a process, step by step, building on basic concepts and growing to understand more sophisticated subjects. We know this does not happen with one course, and that is why we have built out a series of courses that you can access when you are ready.

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Qualified Instructor

Jackie Ramler is a leading speaker in Simcoe County. She has been passionate about sharing her financial knowledge since 1995. She holds a Masters of Business Administration (MBA). A dynamic speaker, Jackie shares her knowledge and experience, motivating people to take action and create a secure financial future.

Jackie is actively involved with the community and is on the Board of Living Green Barrie and supports Sustainable Orillia, plus she is on the executive of the Estate Planning Council of Simcoe County. Jackie and her husband Brian, live on Georgian Bay with their son Cameron.

MBA, CFP®, RIA, CIM®, FCSI™, FMA

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Semiars

Educational Video Library

Teens

Get an early start to your financial education and understanding. It is never too early to start!

Pre-Retirement

Where did the time go...? It's not too late to get your finances on track to meet your retirement goals.

Young Adults

Life can be a challenge and money tight unti lyou master managing your finances.

Retirement

You've worked hard and saved for this time; how can you make the most of your retirement income? 

Young Families & Professionals

Juggling family and career can be tough until you get your good money habits in place.

Estate Planning

Not our favourite topic... But you want to ensure your family receives more than the government does when it comes to your savings.

Courses
Reviews

From the Mastering Money Community

Tessa P.

Legal Assistant

“This seminar covered what everyone needs to know when approaching retirement or planning for retirement.  Jackie is very knowledgeable.  She presents in such a way that makes it easier to understand the various options available.  She answered everyone’s questions and is very approachable.  If you have the opportunity to hear Jackie on the topic of retirement I would recommend you take it.”

Kim P.

Honda Employee

"Jackie is the best and I tell everybody that."

CONTACT

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