How to get your portfolio back on track
This 5-point annual review can reveal weak spots Your investment portfolio is the cornerstone of your wealth accumulation plan over the long term. Whether your investments are in non-registered...
Robyn on The Social: Beat the debt trap
Post-holiday debt blues got you down? Robyn recently joined hosts Melissa Grelo, Cynthia Loyst, Lainey Lui on CTV’s The Social with some tips on the psychology of debt and how to break the credit...
Ten-point plan for financial fitness
Give your personal finances a workout Will there be a recession? Will inflation keep eroding our purchasing power? Will stock markets recover? Will rates keep climbing. We can make educated...
Resolve to overcome three financial mental blocks
Your attitude to money may be holding you back Let’s face it. Money is stressful, and especially so at the beginning of the New Year, right after the holiday spending binge. Spending, saving,...
The seven sins of financial planning
How to stay virtuous and grow your wealth in 2023 The holiday season always seems to be a time of excess. Excessive eating, drinking, partying…and spending. For many people, it’s a time when the...
Year-end tax-cutting tips
Still time to save on 2022 taxes With year-end just around the corner, there’s still time for a few tax strategies that could cut this year’s tax bill. Here are some of my favorite year-end...
Robyn Thompson chosen for the 2022 5-Star Leading Women in Wealth Award
Robyn Thompson, CFP, founder and president of Castlemark Wealth Management has been chosen as a recipient of the 2022 5-Star Leading Women in Wealth Award by Wealth Professional Canada magazine....
Black Friday binge, Red Monday remorse
How avoid that sinking (bank account) feeling “Red Monday Remorse” typically follows the Black Friday spending binge. It’s the day you realize you’ve changed the colour of your budget from black...
Avoiding cryptocurrency scams
How to dodge investment fraud and protect your money High-flying cryptocurrency exchange FTX filed for bankruptcy in early November. Billions of dollars are missing or unaccounted for according...
Inflation Investing
Some asset classes better than others as an inflation hedge When preparing your financial plan and setting target returns, make sure you discuss the effects of inflation with your advisor. ...