Castlemark Wealth Management Inc. is a boutique financial advisory firm committed to providing you with responsible, customized financial planning and wealth management solutions.
Our single-minded focus is on preserving your wealth while aiming for long-term growth consistent with your objectives.
Private Client Planning
Castlemark Wealth Management Inc. offers abroad range of planning solutions , including investment strategy, comprehensive financial and tax planning, risk management, and insurance. The Castlemark Integrity Financial Planning Program is the cornerstone of our commitment to your financial well-being.
Castlemark Wealth Management Inc.is led by Robyn K. Thompson, a seasoned wealth management advisory professional. When you choose Castlemark for wealth management, you tap into a highly qualified network of financial professionals, including portfolio managers, Certified Financial Planners, actuaries, tax strategists, and insurance specialists.
Robyn K. Thompson holds the Certified Financial Planner (CFP) designation and is also licensed with the Financial Services Commission of Ontario and acts a Life Insurance and A&S Insurance Agent. . In addition to establishing her own wealth management business, Robyn holds the post of Vice President and Investment Strategist at R.N. Croft Financial Group Inc., one of Canada’s leading and most innovative boutique portfolio management and investment consulting firms.
Robyn is also a recognized Canadian financial journalist. She is a regular contributor to the Fund Library, Canada’s leading investment fund resource centre. She was for many years co-anchor and producer of “Investment Television,” one of Canada’s most-watched personal finance programs. In addition to her CFP designation, Robyn is a graduate and member of both The Canadian Institute of Financial Planning and the Seneca College Financial Planning Program. She is also a member of the Financial Planners Standards Council and is completing the Chartered Investment Management designation with the Canadian Securities Institute.