Tim Ramey, CFP
After graduating with a Bachelor of Commerce Degree (majoring in Finance & Marketing) from Saint Mary's University in 1984, Tim began his business career working for Walt Disney World in Orlando, Florida. In 1990, after numerous promotions, Tim was offered the senior executive position to run the Canadian Division for Walt Disney Attractions based in Toronto.
In 1998, Tim had the opportunity to return to Nova Scotia as Vice President with a newly formed company in the Scotia Investments Group.
In 2000, Tim felt the exceptional experience he acquired in two previous executive positions would be well suited to effectively help develop the future direction of Ramey Investments Incorporated. A firm started in 1975 by his father, Keith Ramey.
Through ongoing eduction, with the Canadian Securities Institute, he completed the Canadian Securities Course, Professional Financial Planners Course, Branch Managers, and the Partner's, Directors and Senior Officers Course. Finally, in 2002, Tim successfully completed the Financial Planners Standards Council exam and became a Certified Financial Planner (CFP) Professional. He is a proven business leader who believes individuals and families need to treat their households like a business and the better that household is run, the greater the dividends will be to the people responsible.
As an investment advisor and CFP Professional with Assante Financial Management Ltd., his professional goals are summed up as follows:
Commitment to Excellence
Is to provide my clients with the best possible advice, through ongoing education and service. The ultimate goal is long-term financial success and independence for my clients.
Advice and services in unison with our range of products provides the framework to develop solutions for my clients. Through ongoing client meetings we isolate the individual, group, or family objectives, and then design the best course of action required to reach their all-encompassing financial goals.
On the Edge of Recession
Jan 25, 2023
Global economies are struggling to find equilibrium in the wake of the great re-opening. Will 2023 be the year of recovery or of recession? The answer may vary by country....Read more
Multi-Asset 2023 Year Ahead Outlook
Dec 22, 2022
Start the new year well-informed! Our 2023 Investment Outlook shares our forecasts for inflation, currencies, fixed income, and equity to help you navigate the year ahead....Read more
Should market conditions affect how you invest?
Dec 15, 2022
The conventional wisdom is for long-term investors to invest more money during bull markets and invest less money during bear markets. True or false?...Read more
Leave a Note
Please fill out the form below