Our professional team is here to help
ROBYN K. THOMPSON, CFP®, CIM®, FCSI® – President
Robyn K. Thompson is a seasoned wealth management advisory professional and founder of Castlemark Wealth Management Inc., a boutique fee-for-service financial advisory firm serving the wealth management needs of high net worth families and individuals.
With more than a decade in the financial services business, Robyn 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.
Robyn is also listed as a MoneySense Approved Financial Advisor, meeting the rigorous criteria MoneySense has set for customer service, fair and reasonable pricing, knowledge and experience, and transparent fees and reporting.
In addition to founding Castlemark Wealth Management Inc., Robyn is registered with the Ontario Securities Commission as Associate Portfolio Manager at R.N. Croft Financial Group Inc., an innovative boutique portfolio management and investment consulting firm. She dedicates a portion of her website to the financial needs of women.
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.
Robyn K. Thompson is fully accredited by these organizations:
LISA MADELEINE SMITH – Administrative Services Manager
Lisa Smith brings to Castlemark Wealth Management over 15 years’ experience in senior-level financial services administration, including stints at Deloitte & Touche LLP and Westcoast Energy Inc. Highly skilled in client services, Lisa combines a background in organizational systems with efficient back-office administration and organizational skills. Her initiative, tact, and discretion complement her extensive office management background to provide clients of Castlemark Wealth Management with superior account administration and management support that exceeds industry best-practices standards.
SURITA PARMAR – Client Services Specialist
With a background in contract administration, including such international organizations as HOK and DIALOG, Surita Parmar brings to Castlemark Wealth Management broad experience in comprehensive client administration services. With a commitment to top-flight client service, financial accuracy, and security, Surita focuses on preparing and coordinating financial documentation, maintaining records and databases, streamlining account administration, and providing general management support services.