About us

Welcome to Sandra Ramos & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.

We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

With over 31 years of experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.

We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

We strongly believe that sharing knowledge with clients provides the greatest value to them and to our practice. It is important that clients understand their investments and the capital market that affects them. We spend time coaching clients, as well as counseling business owners on corporate financial planning issues.