Offering Dependability, Reliability and Trust
We provide a full menu of financial planning, insurance, and asset management services, including personal financial planning, investment strategy and portfolio selection, strategic tax planning, retirement income strategies, group RRSP and healthcare plans, wills and estate planning.
Our investment approach combines low-cost, tax-efficient indexed investment focus with targeted active management strategies and sophisticated risk-mitigation and income-enhancement techniques to maximize client returns at any risk level. We take extra time to determine your true investment profile.
Robyn K. Thompson is President of Castlemark Wealth Management and is fully accredited by these organizations: