Sandra Ramos & Associates Private Wealth Management
We are not your typical financial advisors – with over 40 years of combined experience leading advisory teams at Canada’s leading bank owned investment firms, we know there is a better way.
We are redefining wealth management by providing whole person planning – an approach that focuses on you. Who you are, what’s important to you, your goals, and dreams – not just what you have. This unique approach to wealth management ensures you are prepared for life’s infinite possibilities, while facing the unexpected with confidence, knowing you are backed by an entire team of financial professionals.
Sandra is an excellent advisor, who truly listens and partners with her clients. She really took the time to understand our family’s long-term goals. We have been working with Sandra and her team for many years and we really appreciate her approach to financial planning, which includes investments, but also mortgage, tax and estate planning. Sandra and her staff are financial experts, extremely professional and I would highly recommend her team.
Who we help
Our team focuses primarily on the needs of pre-retirees, families and business owners. We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients able to take care of the things that matter most to them.
What we do
Our team has more than 31 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
