blog search
Blog
Focus on taking control of your finances
With Covid-19 lockdowns, financial well-being has been disrupted for many. Government aid will eventually end. Where to from here? Read my advice in a recent interview with CTV’s chief financial commentator Patti...
The three mistakes investors make in volatile times
https://vimeo.com/504926526 We are in a time of volatility. When markers go up and down, investors make three common mistakes. Castlemark Wealth’s Robyn K. Thompson offers tips on three most common investment pitfalls: Watch the video to find out more about: Panic...
New Year, new you
The new year is the natural time to turn over a new leaf with finances. However, best intentions are typically forgotten within a few weeks. Check my latest interview on CHCH TV for some tips on how to get your financial resolutions on track this...
Four point prescription to get your finances back on track
COVID-19 has caused a significant amount of stress for many Canadians, especially as it relates to their finances. Castlemark Wealth's Robyn K. Thompson offers a four-point plan to get your finances back on track.
Remake personal finances in 2021
Tips on money management, investing, taxes The New Year is the natural time to turn a new leaf with finances. However, best intentions are typically forgotten within a few weeks. A better idea is to take stock of your entire financial situation, review what’s...
Globe Advisors Best of 2020: When a team member leaves
Financial advisors: What happens when a valued member of your team leaves? Check out my Globe and Mail article on this often-overlooked aspect of practice management. Chosen as one of Globe Advisor’s Best of 2020: Top 10 practice management...
Are you guilty of the 7 deadly financial sins?
Especially during the COVID economy, the famed seven deadly sins can put a big hole in your household finances. Read my guide in the Vancouver Sun for avoiding everything from Gluttony to Lust, and staying financially...
A vaccine against personal financial chaos
Key financial planning principles and resolutions for the New Year This year will go down in the books as one of the strangest, and perhaps most stressful, on record. The Covid-19 pandemic and resulting disruptions to our normal lives has been challenging for all...
Important RRSP information if you are turning 71
What you must do before Dec. 31 Registered Retirement Savings Plans do not last indefinitely. In fact, they must be closed down by the end of the year in which you turn 71. So if you are in that age group this year, you have until Dec. 31 to convert your RRSP into...
13 things financial advisors wish you knew
Even if you’re saddled with debt, a financial advisor can help you work towards your money goals. Before your first meeting, consider these tips. Robyn is featured in this recent special report in Reader’s...
Elements of investing
First steps to financial literacy With the Covid-19 pandemic more people are spending more time at home. This has also led many people to try a little do-it-yourself investing. After, all opening an investment account is relatively easy, and almost every financial...
How income layering can help retirees protect portfolio value
Robyn is featured in this recent interview in Wealth Professional magazine on how the retirement landscape has shifted and why it’s now essential retirees understand their sustainable withdrawal...