Jackie Ramler, Portfolio Manager

Private Investment Management for Business Owners, Incorporated Professionals and Executives.

[Jackie Ramler, Portfolio Manager @ExecWealth]

Happy Halloween!

[Jackie Ramler, Portfolio Manager @ExecWealth]

https://t.co/EHjzUSWL06

[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save. A "deferred gift" allows you to plan ahead to give in the future, at the right time to maximize the tax-effectiveness of your donation. https://t.co/QAETTESWFX

[Jackie Ramler, Portfolio Manager @ExecWealth]

Happy Thanksgiving!

[Jackie Ramler, Portfolio Manager @ExecWealth]

With interest rate easing cycles underway in both Canada and the U.S., focus is shifting to economic growth, employment, and the U.S. election in November. https://t.co/GgWT8ZU4dv

[Jackie Ramler, Portfolio Manager @ExecWealth]

"Effective tax planning isn't just about filing your taxes on time. It's about strategically managing your finances throughout the year to minimize tax liabilities and maximize savings." https://t.co/9yQLfLkTGA

[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

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[Jackie Ramler, Portfolio Manager @ExecWealth]

https://t.co/j1tFciYTdp

[Jackie Ramler, Portfolio Manager @ExecWealth]

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