The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Tim Ramey, CFP

Investment Advisor

   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. 

Finding Solutions

   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. 

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Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

72 Portland Street
Dartmouth, Nova Scotia
B2Y 1H6 Canada