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Robyn Thompson

Founder and President Castlemark Wealth Management Inc.Toronto , Ontario

Castlemark Wealth Management is an independently owned, private wealth management firm that works with professionals, business owners, executives and their families who are ready for the next stage in bespoke wealth management services. Whatever the goal – wealth accumulation and management or retirement, estate, and decumulation planning – Castlemark has the vision and expertise to tailor a plan to suit every need.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Business Owners Divorce & Separation Planning Education & Fluency Planning Estate Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® CIM® FSCI®
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