Interested in learning more about the topics covered in this post? See more of Robyn’s insights on:

Castlemark Wealth Management wins 5-Star Top Team Award

by | May 14, 2021 | FEATURED, NEWSPRINT, OTHER

I’m thrilled to announce that the Castlemark Wealth Management Team has been chosen by Wealth Professional Canada Magazine as one of Canada’s “5-Star Top Teams.” Each of the 15 winning advisory teams was evaluated on critical aspects of their wealth management service, from client trust to communication to key service offerings and much more. According to Wealth Professional, teams “who made the final cut as 5-Star winners are going above and beyond investment management. They are helping clients with financial, tax and estate planning; offering them access to opportunities they might not be able to achieve on their own; and putting them in control of their financial well-being.” For more information, visit Wealth Professional Canada Magazine.

© 2021 by Robyn K. Thompson. All rights reserved. Reproduction without permission is prohibited. This article is for information only and is not intended as personal investment or financial advice.

Related posts:

OTHER

Robyn Thompson a finalist for WP Award

Robyn Thompson, CFP, President and Founder of Castlemark Wealth Management, has been selected as a finalist for the IFSE Institute Award for Financial Literacy Champion. The Award is given...