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Robyn K. Thompson

Robyn K. Thompson

Robyn K. Thompson, CFP®, CIM®, FCSI® is president of Robyn Thompson Money, founder of Castlemark Wealth Management Inc. and a keynote speaker, TV personality, and wealth consultant.

With over 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 an accomplished financial journalist, speaker and communicator, with an ability to cut through financial jargon and simplify difficult concepts for laypeople. With a high comfort level in front of the camera, she was for many years co-anchor and producer of “Investment Television” that aired on Global Television, one of Canada’s most-watched personal finance programs. She has appeared regularly as a financial expert in a variety of media channels, including BNN Bloomberg, CityNews Channel, GlobeInvestor “Carrick Talks Money,” CTV Your Morning, and CTV The Social. She has contributed to The Fund Library, The Toronto Star, Golden Girl Finance, Yahoo! Canada Finance, Shaw Connect Investing.

An accomplished and dynamic speaker, Robyn has been the featured speaker at such venues as the sold-out “Stock Market Wears Prada” event, hosted by Chatelaine magazine and Golden Girl Finance in Toronto.

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.

Articles

Three investing essentials

By Robyn K. Thompson (Published on 01-26-2024)

Fresh start

By Robyn K. Thompson (Published on 09-29-2023)

Can you afford that new home?

By Robyn K. Thompson (Published on 09-15-2023)

How to make DIY investing work

By Robyn K. Thompson (Published on 08-25-2023)

Hitting the books, paying the bills

By Robyn K. Thompson (Published on 08-11-2023)

Investing winners and sinners

By Robyn K. Thompson (Published on 07-28-2023)

Advice for the ‘sandwich’ generation

By Robyn K. Thompson (Published on 07-14-2023)

Money advice for grads

By Robyn K. Thompson (Published on 06-29-2023)

Five bad financial habits you need to break

By Robyn K. Thompson (Published on 06-16-2023)

Young, single, and broke

By Robyn K. Thompson (Published on 05-31-2023)

The recipe for successful investing

By Robyn K. Thompson (Published on 05-16-2023)

How novice investors can retire with a million

By Robyn K. Thompson (Published on 04-27-2023)

Often-overlooked tax deductions and credits

By Robyn K. Thompson (Published on 04-20-2023)

Safe deposits?

By Robyn K. Thompson (Published on 03-25-2023)

How to avoid online fraud

By Robyn K. Thompson (Published on 03-10-2023)

Time to top up your RRSP!

By Robyn K. Thompson (Published on 02-24-2023)

Heart to heart about money

By Robyn K. Thompson (Published on 02-14-2023)

Letting go of three mental money blockers

By Robyn K. Thompson (Published on 01-10-2023)

Avoid the seven deadly sins of money management

By Robyn K. Thompson (Published on 12-22-2022)

How to avoid investment scams of the crypto kind

By Robyn K. Thompson (Published on 11-25-2022)

Are any investments true inflation-beaters?

By Robyn K. Thompson (Published on 11-17-2022)

Tips for novice investors in tough times

By Robyn K. Thompson (Published on 10-25-2022)

How to filter the noise and get good investment advice

By Robyn K. Thompson (Published on 10-14-2022)

How to play investment defense

By Robyn K. Thompson (Published on 09-29-2022)

LIRAs are designed for long-term pension planning

By Robyn K. Thompson (Published on 09-21-2022)

Upping the employee benefit game

By Robyn K. Thompson (Published on 08-26-2022)

How safe is your money?

By Robyn K. Thompson (Published on 08-19-2022)

Back-to-school RESP withdrawals

By Robyn K. Thompson (Published on 08-12-2022)

Time to start house-hunting?

By Robyn K. Thompson (Published on 08-05-2022)

Time to test the stock market waters?

By Robyn K. Thompson (Published on 07-26-2022)

What new grads really need to know about money

By Robyn K. Thompson (Published on 06-29-2022)

How to weather a recession

By Robyn K. Thompson (Published on 06-23-2022)

Cottage sale conundrum

By Robyn K. Thompson (Published on 06-09-2022)

Coping with mortgage rate stress

By Robyn K. Thompson (Published on 05-26-2022)

Portfolio tips for falling markets

By Robyn K. Thompson (Published on 05-12-2022)

Finding the right advisor

By Robyn K. Thompson (Published on 04-27-2022)

Use tax credits and deductions to the max!

By Robyn K. Thompson (Published on 04-13-2022)

Identify – and avoid – investment scams

By Robyn K. Thompson (Published on 03-22-2022)

Investing principles for trying times

By Robyn K. Thompson (Published on 03-10-2022)

Talk money to me

By Robyn K. Thompson (Published on 02-14-2022)

RRSP contribution hunt

By Robyn K. Thompson (Published on 02-08-2022)

A refresher on investment basics

By Robyn K. Thompson (Published on 01-25-2022)

Take time for a portfolio review

By Robyn K. Thompson (Published on 01-13-2022)

Five financial planning resolutions

By Robyn K. Thompson (Published on 12-28-2021)

Year-end tax tips

By Robyn K. Thompson (Published on 12-22-2021)

Financial literacy: Teaching children

By Robyn K. Thompson (Published on 11-30-2021)

Financial literacy: RRSPs & TFSAs

By Robyn K. Thompson (Published on 11-18-2021)

Financial literacy: Life insurance products

By Robyn K. Thompson (Published on 11-11-2021)

Financial literacy: Building a better budget

By Robyn K. Thompson (Published on 11-05-2021)

Marriage breakup: How to avoid financial meltdown

By Robyn K. Thompson (Published on 10-27-2021)

Balancing active and passive portfolio styles

By Robyn K. Thompson (Published on 10-21-2021)

Are you retirement ready?

By Robyn K. Thompson (Published on 09-23-2021)

How to make a financial fresh start

By Robyn K. Thompson (Published on 09-17-2021)

Is your portfolio truly diversified?

By Robyn K. Thompson (Published on 09-10-2021)

Business basics for women striking out on their own

By Robyn K. Thompson (Published on 09-03-2021)

The ABCs of paying for higher education

By Robyn K. Thompson (Published on 08-26-2021)

The rarefied world of ‘accredited’ investors

By Robyn K. Thompson (Published on 08-19-2021)

Three investing blunders to avoid in overheated markets

By Robyn K. Thompson (Published on 08-12-2021)

Exercise some debt control

By Robyn K. Thompson (Published on 07-28-2021)

Three essential investing tips every woman should know

By Robyn K. Thompson (Published on 07-16-2021)

Financial planning for new grads

By Robyn K. Thompson (Published on 06-30-2021)

How to tweak your portfolio for inflation

By Robyn K. Thompson (Published on 06-24-2021)

Can you pass the mortgage stress test?

By Robyn K. Thompson (Published on 06-17-2021)

Talking about money and marriage

By Robyn K. Thompson (Published on 05-20-2021)

The '4 Cs' of pandemic cash management

By Robyn K. Thompson (Published on 05-13-2021)

Sell in May, watch your profits slip away

By Robyn K. Thompson (Published on 05-06-2021)

TFSA rules and regs

By Robyn K. Thompson (Published on 04-29-2021)

Tax deductions and credits to use now

By Robyn K. Thompson (Published on 04-22-2021)

How to deduct home office expenses

By Robyn K. Thompson (Published on 04-15-2021)

What first-time home buyers need to know

By Robyn K. Thompson (Published on 03-24-2021)

Bitcoin and other tales from the crypto

By Robyn K. Thompson (Published on 03-18-2021)

How fraudsters target businesses

By Robyn K. Thompson (Published on 03-10-2021)

Emergency savings fund firewall

By Robyn K. Thompson (Published on 02-19-2021)

Professional corporations for real estate agents

By Robyn K. Thompson (Published on 02-12-2021)

RRSPs: A million-dollar money machine

By Robyn K. Thompson (Published on 01-29-2021)

Turning a new leaf on personal finances

By Robyn K. Thompson (Published on 01-15-2021)

Inoculating against personal financial chaos in 2021

By Robyn K. Thompson (Published on 12-30-2020)

RRSP maturity options if you turned 71 in 2020

By Robyn K. Thompson (Published on 12-11-2020)

Financial Literacy: Elements of investing

By Robyn K. Thompson (Published on 11-20-2020)

Financial Literacy: Elements of planning

By Robyn K. Thompson (Published on 11-13-2020)

Transient market volatility spooks investors into mistakes

By Robyn K. Thompson (Published on 11-06-2020)

Now’s the time to plan your RRSP strategy

By Robyn K. Thompson (Published on 10-23-2020)

Avoid these three common investing errors

By Robyn K. Thompson (Published on 10-09-2020)

Four-point financial wellness checkup

By Robyn K. Thompson (Published on 09-18-2020)

Principles of RESP management

By Robyn K. Thompson (Published on 09-04-2020)

The dangerous lure of stock market highs

By Robyn K. Thompson (Published on 08-28-2020)

IPPs can charge up retirement income

By Robyn K. Thompson (Published on 08-14-2020)

Safe haven or gilded cage?

By Robyn K. Thompson (Published on 07-31-2020)

Lockdown divorce

By Robyn K. Thompson (Published on 07-24-2020)

Market risk and your tolerance for it

By Robyn K. Thompson (Published on 07-17-2020)

How to sanitize your personal finances

By Robyn K. Thompson (Published on 07-10-2020)

How new grads can meet financial challenges

By Robyn K. Thompson (Published on 06-26-2020)

Tax tips for selling the family cottage

By Robyn K. Thompson (Published on 06-12-2020)

Investment scams spread along with pandemic

By Robyn K. Thompson (Published on 05-29-2020)

Hunting credits and deductions

By Robyn K. Thompson (Published on 05-14-2020)

Strategies for minimizing retirement risk

By Robyn K. Thompson (Published on 04-30-2020)

How to get the Canada Emergency Response Benefit

By Robyn K. Thompson (Published on 04-09-2020)

Estate planning in the pandemic year

By Robyn K. Thompson (Published on 04-03-2020)

Second thoughts on the search for "safety"

By Robyn K. Thompson (Published on 03-27-2020)

How to be a survivor and outwit the market

By Robyn K. Thompson (Published on 03-13-2020)

How to withdraw funds from RESPs

By Robyn K. Thompson (Published on 03-05-2020)

Why you can’t “save” a million…

By Robyn K. Thompson (Published on 02-28-2020)

Managing your financial advisors

By Robyn K. Thompson (Published on 02-21-2020)

Cents and sensibility

By Robyn K. Thompson (Published on 02-14-2020)

Start planning for tax-free dollars now!

By Robyn K. Thompson (Published on 01-17-2020)

Dodge these investing mistakes in 2020!

By Robyn K. Thompson (Published on 01-10-2020)

Spruce up your finances for 2020

By Robyn K. Thompson (Published on 01-03-2020)

The cure for seasonal spending disorder

By Robyn K. Thompson (Published on 12-20-2019)

Year-end investment and tax tips

By Robyn K. Thompson (Published on 12-13-2019)

Financial Literacy: Cybersecurity

By Robyn K. Thompson (Published on 11-28-2019)

Financial Literacy: Money mistakes

By Robyn K. Thompson (Published on 11-21-2019)

Financial Literacy: Budgeting

By Robyn K. Thompson (Published on 11-15-2019)

Financial Literacy: Market timing

By Robyn K. Thompson (Published on 11-08-2019)

Financial Literacy: Debt

By Robyn K. Thompson (Published on 11-01-2019)

Investment guarantees few and far between

By Robyn K. Thompson (Published on 10-18-2019)

They’ve got you covered: insurance essentials

By Robyn K. Thompson (Published on 10-10-2019)

Three steps to managing sudden wealth

By Robyn K. Thompson (Published on 10-03-2019)

Ready to retire, loaded with debt

By Robyn K. Thompson (Published on 09-27-2019)

Keeping score on your credit

By Robyn K. Thompson (Published on 09-12-2019)

Mr. Market puts on a scary mask

By Robyn K. Thompson (Published on 08-29-2019)

Coping with the cost of higher education

By Robyn K. Thompson (Published on 08-22-2019)

Suddenly single

By Robyn K. Thompson (Published on 08-15-2019)

Flexible pension planning with IPPs and Group RRSPs

By Robyn K. Thompson (Published on 08-08-2019)

The baby plan

By Robyn K. Thompson (Published on 08-01-2019)

Do the side hustle

By Robyn K. Thompson (Published on 07-23-2019)

Docks, sunsets, and tax traps

By Robyn K. Thompson (Published on 07-05-2019)

What to do when school’s out for good

By Robyn K. Thompson (Published on 06-20-2019)

TFSAs: the ultimate tax-slashing tactic

By Robyn K. Thompson (Published on 06-13-2019)

How adult children can wreck your retirement

By Robyn K. Thompson (Published on 05-24-2019)

Refund or reassessment?

By Robyn K. Thompson (Published on 05-13-2019)

Managing retirement income

By Robyn K. Thompson (Published on 05-03-2019)

Take every tax deduction you’re entitled to!

By Robyn K. Thompson (Published on 04-11-2019)

The short list: deductible investment expenses

By Robyn K. Thompson (Published on 04-01-2019)

Getting real advice in an age of robots and AI

By Robyn K. Thompson (Published on 03-22-2019)

3 financial scams and how to spot them

By Robyn K. Thompson (Published on 03-14-2019)

Teaching kids about money

By Robyn K. Thompson (Published on 03-07-2019)

Five financial tips for newly engaged couples

By Robyn K. Thompson (Published on 02-15-2019)

The RRSP half dozen

By Robyn K. Thompson (Published on 02-08-2019)

Three steps to protect your assets during a divorce

By Robyn K. Thompson (Published on 02-01-2019)

Annual portfolio review keeps assets on track

By Robyn K. Thompson (Published on 01-21-2019)

The post-holiday credit card blues

By Robyn K. Thompson (Published on 01-04-2019)

How to retire with $1 million

By Robyn K. Thompson (Published on 11-23-2018)

Yes, LIRAs are truly locked in

By Robyn K. Thompson (Published on 11-02-2018)

She’s ready to start her own business

By Robyn K. Thompson (Published on 10-12-2018)

How much house can you afford?

By Robyn K. Thompson (Published on 09-28-2018)

For the single (again): Post-divorce financial planning

By Robyn K. Thompson (Published on 09-21-2018)

Join Fund Library now and get free access to personalized features to help you manage your investments.