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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)
Try Fund Library Premium
Free with a 30 day trial!
Gain access to
- Unlimited Watchlists
- Advanced Search Filtering
- Fund Comparisons
- Portfolio Scenarios
- Customizable PDF Reports
- Portfolio Rebalancer new