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Credentials & Experience

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Chartered Financial Planner, CFP

Divorce Financial Advisor, DFA

Financial Management Advisor, FMA

Chartered Divorce Financial Specialist, CDFS

Master's in Business Administration, MBA

Jackie Ramler

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Holding a Masters in Business Administration and the Certified Financial Planner designation, Jackie Ramler brings many years of financial management experience to assist her clients in achieving their life’s goals and dreams.

Having completed advanced training in divorce finance, Ms. Ramler is able to guide families through the complex financial issues of divorce. From preparing your financial statements for the property settlement, to analyzing the financial consequences of a particular settlement option, Ms. Ramler is a valuable asset to a family going through the divorce process.

Benefits To Divorcing Families:

Have a neutral financial professional able to work with both parties during this process;

Assist in identifying the documents necessary to go forward with the separation process;

Have financial documents organized and prepared to initiate the financial negotiation process to settle property and income sharing;

Assistance in understanding and avoiding the financial mistakes going into the settlement negotiation process;

Have the information needed to more effectively negotiate an equitable settlement in the best interests of the family;

Provide visual tools and models to assist in evaluating settlement options;

Have someone always available to explain financial concepts and answer any financial questions that you may have along the way.

In summary, Ms. Ramler does the following:

Gather Organize Analyze Project

Ms. Ramler is passionate about providing low-conflict resolution and non-court options to divorcing families.

She is a fully qualified Collaborative Team Practice member and is a trainer in this field. She is the first non-legal board member with Collaborative Practice Toronto and is on the board of Collaborative Practice Simcoe County. In addition, she is the only financial specialist on the board of the Ontario Association of Family Mediators.

Having completed the Divorce and Family Mediation course at Northwestern University in Chicago, Ms. Ramler is available for specialized Mediation where finances are the major issue. She is actively working towards attaining her Accredited Family Mediator designation.

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A Man Is Not A Plan A Man Is Not a Plan… or is it? By Jackie Ramler, Financial Specialist. I had a recently divorced client move their account to me... Read more...