Maximizing Retirement Income
"Pay less tax. Stretch your savings. Protect your nest egg."
Joel Planert
CFP, FMA
Jamie Fox
PFP, DMS
Carlen Ramsumair
Associate
Joel Planert, Partner, CFP, FMA
Joel is a leading retirement income advisor with RBC Dominion Securities and a partner in Fox Planert Wealth Management. He works with retired clients, or those nearing retirement, to navigate tax brackets, shelter assets from taxation and ensure life-long retirement income.
Earning a Bachelor of Commerce from McMaster University – majoring in Finance with a minor in Economics – Joel strives to continuously build upon his expertise. He has attained the Certified Financial Planner (CFP) designation, Advanced Retirement Management Strategies (ARMs), the Certificate in Retirement Strategies as well as the Financial Management Advisor (FMA) designation. He is also awaiting admission to the Fellowship of the Canadian Securities Institute.
Joel’s financial planning, investment and consulting experiences are extremely broad. Prior to joining RBC Dominion Securities, he worked with a major global bank, an international investment firm as well as a large Canadian brokerage delivering pension-style investment portfolios to high net worth individuals.
In his spare time, Joel can be found on the golf course, coaching youth basketball or spending time with his wife and chocolate lab.
Jamie Fox, Partner, PFP, DMS
Jamie is a partner in Fox Planert Wealth Management and has spent his entire career advising high net worth clients on methods to effectively draw retirement income. His focus on planning, tax reduction strategies and income protection have served clients well leading up to, as well as in, their retirement years.
With a Bachelors Degree in Psychology from York University, Jamie’s studies have made him a keen observer of the havoc that market emotions can play upon clients and their long-term investment success. Committed to constantly ensuring he remains a leading consultant, Jamie has earned the Personal Financial Planner (PFP) designation as well as the Derivatives Market Specialist (DMS) title.
Jamie enjoys time on the golf course as well as volunteering in support of local charities, youth sports and community-building endeavours. Jamie lives in Thornhill with his wife and two daughters.
Carlen Ramsumair, Associate
Carlen works closely with the clients of Fox Planert Wealth Management to deliver superior customer service.
She has over 8 years experience with RBC and ensures all aspects of client administration, service and compliance are met in a timely matter.
