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.

Stay in the loop

Sign up for insights on responsible investing, market updates, and strategies for building wealth with purpose.
 

Subscribe to updates

*Required fields

Contact us

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below.
Required fields are marked with an "*".

Please be advised that any information sent through this contact form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

Arjun Ramanan

Investment Advisor

Phone Number416-231-5628
|
Email me

Recent Insights

Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

Read more

The Fed takes a turn down easy street

Dec 12, 2025 | Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

Read more
Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Read more

More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Read more