Clients have been asking about the prospect of runaway inflation and how it could affect their portfolio and their ability to meet retirement goals. In this interview with Wealth Professional, Robyn Thompson offers pointers for financial advisors and their clients...
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...
Robyn Thompson is featured in Investment Executive with tips for advisors whose clients want to provide financial assistance to adult children looking to buy a home. But there are several factors parents should consider before they fork over tens (or hundreds) of...
Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. Like working parents everywhere with young children and long commutes, Andy and Zoe felt like hamsters on a wheel. They want to get off that treadmill and wonder how they...
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...
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...
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...
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...
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...
What should RESP holders do during a school year like no other? Post-secondary education is looking dramatically different this year. As the pandemic lingers, and universities and colleges offer online-only courses, fewer students are living and learning on campus....
Sometimes life can throw a curve ball in the form of unexpected job loss. Robyn is featured in this recent Investment Executive post on how to best handle retirement plans, severance offers, and...
Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. Mark and Meredith are well positioned financially with robust cash flow, and want to retire, but they still have mortgages on rental properties. Should they pay off the...