Who I can help

Are you looking to align your investments with your values or beliefs? Or to build a trusting relationship with an advisor who can help you and your family invest with purpose and intent?

I work with busy individuals, professionals and business owners who prioritize responsible investing, community impact, charitable giving and philanthropy. My clients want to leave a lasting legacy for their families while making a positive impact in the world.

Focusing on the fundamentals of financial planning helps us stay grounded in the midst of all the news headlines, market fluctuations and interest rate changes. I work closely with clients and expert fund managers to help stay the course.

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Arjun Ramanan

Investment Advisor

Phone Number416-231-5628
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Recent Insights

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Davos ’26: Making sense of a new world order

Jan 28, 2026 | John Stackhouse

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including...

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The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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