ROBYN K. THOMPSON is an Associate Portfolio Manager at R.N. Croft Financial Group Inc.
ROBYN K. THOMPSON, CFP®, CIM®, FCSI® is a financial expert and seasoned wealth management professional. She has wide-ranging experience as a professional money manger and wealth advisor. She is registered with the Ontario Securities Commission as Associate Portfolio Manager at R.N. Croft Financial Group Inc. and is the President and Founder of Castlemark Wealth Management Inc., serving the wealth management needs of high net worth families and individuals.
With a decade in the financial services and money management sector, Robyn has the experience, expertise, and credentials needed to meet today’s challenging financial environment. She holds the Certified Financial Planner (CFP) designation, Canada’s most respected designation for Financial Planners. 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.
She has appeared regularly as a financial expert in a variety of media channels, including Global News, CTV Your Morning, BNN Bloomberg, CityNews Channel, GlobeInvestor “Carrick Talks Money,” CHCH TV Morning Live, and CJAD radio.
She is a regular contributor to Fund Library, and has also been featured in many publications across Canada, including The Globe and Mail, The Toronto Star, Investment Executive, The Hamilton Spectator, FP Canada, Golden Girl Finance, Yahoo! Canada Finance, and Shaw Connect Investing.
In addition to holding the CFP, CIM, and FCSI designations, Robyn is 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.