Castlemark Wealth Management Inc.
Whether professionals, business owners or executives, our clients are ready for the next stage in bespoke wealth management services,” says Robyn Thompson, founder and wealth management advisor at Castlemark Wealth Management. “Whatever the goal – wealth accumulation and management or retirement, estate, and decumulation planning – Castlemark has the vision and expertise to tailor a plan for you.”
With a decade in the financial services and wealth management sector, Thompson holds CFP and CIM designations and is a member of the FP Canada Standards Council and a Fellow of the Canadian Securities Institute (FCSI), the highest honour and most senior credential in Canadian financial services. Additionally, Thompson uses her expertise to promote financial literacy, especially for young people through her association with Junior Achievement. She also appears regularly as a financial expert in many media channels, including BNN Bloomberg and The Globe and Mail.
In addition to serving high-net-worth families and individuals, Castlemark specializes in helping women develop and maintain a financial plan that considers their specific challenges. “Castlemark has developed a customized wealth management plan that fits women’s needs specifically,” Thompson says. “We can also expand to fit client needs for investment management; tax and estate planning; and pension, retirement and insurance planning – all designed by and for women.”