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With an education in economics, a designation of Chartered Investment Manager & Investment Wealth Management, Professional Financial Planning, and the Portfolio Management Technique & Advanced Investment Strategies courses, Mimi Ramadan has the knowledge necessary to help you along your financial path. With over 22 years of banking and investment experience, Mimi is dedicated to providing expert wealth management advice and knowledge to each of her clients.
Though a process of ongoing professional development and a truly comprehensive expertise in regard to wealth management and financial planning, Mimi looks forward to helping you transition your wealth throughout various stages in life, including the important transition from working to retirement. No matter your individual needs and goals, Mimi will take the time to understand what you wish to accomplish with your wealth.