Robyn Thompson is featured in The Globe and Mail’s “Financial Facelift” series by Diane Maley. Eloise is ready to retire early based on their investment portfolio and their sale-ready $2 million home in Toronto. Adrian is hesitant and is concerned that they don’t...
How do advisors deal with conflicts of interest, client disputes, and other ethical dilemmas? Check Robyn’s views in this report in Investment Executive on the Knowledge Bureau’s 2021 virtual Distinguished Advisors Conference (DAC) panel on building ethical...
Additional financial pressure due to the lack of job opportunities and increasing debt load have piled on the financial stress for both parents in students coming into the 2021 fall semester. In this BNN Bloomberg article, Robyn Thompson offers some advice on the...
This second year of the pandemic has resulted in a new set of questions about RESPs as a new school year gets underway. In this Globe and Mail article, Robyn Thompson has some pointers on RESP catch-up on contributions, stock market worries, and taking a year...
Although elevated inflation rates may not last, retirees — or those nearing retirement — might be worried about losing purchasing power. In this interview with Investment Executive, Robyn Thompson shares her tips for keeping retirement nest-eggs...
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...