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.
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.
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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
Upcoming Courses
Wed, Oct 05BarrieOct 05, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 4H8, CanadaOct 05, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 4H8, CanadaJoin us for an evening at Georgian College in Barrie to learn all there is to know about retirement and how to save for retirement. You are welcome to bring a guest with you whether it be a friend, relative, spouse, or acquaintance!- Tue, Sep 27BarrieSep 27, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaSep 27, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaJoin us for a morning at Georgian College in Barrie to learn all there is to know about retirement and how to save for retirement. You are welcome to bring a guest with you whether it be a friend, relative, spouse, or acquaintance!
- Sat, Sep 10BarrieSep 10, 2022, 9:30 a.m. – 11:30 a.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaSep 10, 2022, 9:30 a.m. – 11:30 a.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaJoin us for a morning at Georgian College in Barrie to learn all there is to know about retirement and how to save for retirement. You are welcome to bring a guest with you whether it be a friend, relative, spouse, or acquaintance!
- Thu, Sep 08BarrieSep 08, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaSep 08, 2022, 6:00 p.m. – 8:00 p.m.Barrie, 1 Georgian Dr, Barrie, ON L4M 3X9, CanadaJoin us for an evening at Georgian College in Barrie to learn all there is to know about retirement and how to save for retirement. You are welcome to bring a guest with you whether it be a friend, relative, spouse, or acquaintance!
Educational Video Library
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."
Get in touch with us
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