Ramzy is a CFA charterholder with over 15 years of experience in various roles throughout the investment industry. Prior to joining SV Wealth, Ramzy was a Portfolio Consultant with the Private Client Solutions (PCS) team at the Raymond James Toronto corporate office. As a consultant, Ramzy provided financial advisors with ideas on products and strategies that they could use to best serve their clients. Ramzy also regularly wrote market commentary pieces that were shared with all clients at Raymond James.
Ramzy has an MBA from the Schulich School of Business at York University and is certified by the Canadian Securities Institute as a Derivatives Market Specialist. With a deep passion for investing and capital markets, Ramzy spends reading the Wall Street Journal and keeps abreast of market changes. In his spare time, Ramzy enjoys home renovation projects and restoring his classic car.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.