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Worked as a financial advisor since: January 2008
Provinces licensed in: Ontario
Services offered: Retirement planning, Insurance planning, Holdings reviews, Investment advice, Ongoing wealth management (discretionary), Education Planning, Estate planning, Tax planning
Investment products offered: Equities, Fixed income securities, Insurance products (including segregated funds), Options, ETFs and Annuities.
Languages spoken: English
Additional courses: Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Member in good standing Financial Planning Standards Council, Associate Portfolio Manager registered with the Ontario Securities CommissionAbout me and my company:
As President of Castlemark Wealth Management Inc., I am committed to providing you with cost-efficient, customized wealth management, financial planning, and insurance solutions that fit your needs. We focus on preserving your wealth while working for long-term growth consistent with your financial and lifestyle objectives.
• Specializing in custom wealth management services for business owners, professionals, and high net worth families. Minimum of $250,000 of investable family assets required.
• Dedicated services and programs responsive to the financial planning needs of women.
• Professional portfolio management services using sophisticated, tax-efficient investment techniques designed to maximize returns and minimize risk.
• Focusing on income-generation strategies to achieve optimal income-layering and ensure sufficient income for desired retirement lifestyles.
• We recognize the importance of communications, transparency, and integrity, always maintaining and adhering to the high professional standards set by the Financial Planning Standards Council.
Here’s what our clients have to say:
“Robyn is honest and very thorough. She always wants to ensure that I understand where I am with the portfolio. I have a much better understanding of what I have and what my future looks like.”
“Our experiences so far have been excellent – clear and timely communication, honest disclosure of relevant information, and thorough answers to questions. She has made us money.”
“Robyn is able to explain clearly, and thoroughly, the financial language for my needs/portfolio. She has the ability to speak to me in a way that I can understand what is being done in my portfolio, and why. She is able to read my thoughts, concerns, and has the ability to make sure that once all is said and done, that I leave the meeting satisfied, confident, and able to sleep at night.”
“My financial needs and goals are achieved.”