ROBYN K. THOMPSON is an Associate Portfolio Manager at R.N. Croft Financial Group Inc.
She is a seasoned wealth management advisory professional serving the wealth management needs of high net worth families and individuals. With a decade in the financial services business, Robyn holds the Certified Financial Planner (CFP) designation, Canada’s most respected designation for Financial Planners. In addition to being registered with the Ontario Securities Commission as Associate Portfolio Manager with CFG, she also holds the Chartered Investment Manager (CIM) designation, indicating the attainment of the professional standards and expertise necessary to provide money management services to high-net-worth and institutional clients. Robyn is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour and most senior credential in Canadian financial services.
Robyn is also an accomplished financial journalist and communicator, with appearances as a financial expert in a variety of media channels, including The Globe and Mail and The Toronto Star. She is a regular contributor to Fund Library, Golden Girl Finance, Yahoo! Canada Finance, as well as Shaw Connect Investing.
In addition to holding the CFP, CIM, and FCSI designations, Robyn is also a member of the Financial Planners Standards Council. She is a graduate and member of both The Canadian Institute of Financial Planning and the Seneca College Financial Planning Program. Additionally, Robyn is licensed with the Financial Services Commission of Ontario and acts a Life Insurance and A&S Insurance Agent.
She has a depth of experience that includes many years of personal and family financial planning for both individual and family clients, with an extensive background in advising clients on how best to establish and integrate investment portfolios into an overall lifetime plan that also includes tax, retirement, and estate planning.