Profil
Ms. Robyn K.
Thompson is an Associate Portfolio Manager at R.N.
Croft Financial Group, Inc. She 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 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, She has the experience, expertise, and credentials needed to meet today’s challenging financial environment.
She received her undergraduate degree from Seneca College.
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.
She is also a Fellow of the Canadian Securities Institute (FCSI), the highest honour and most senior credential in Canadian financial services.
Postes actifs de Robyn Kerri Anne Thompson
| Sociétés | Poste | Début |
|---|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Gestionnaire de Portefeuille-Actions | 01/11/2005 |
Formation de Robyn Kerri Anne Thompson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
R.N. Croft Financial Group, Inc.
R.N. Croft Financial Group, Inc. Investment ManagersFinance CFG employs a top-down investment approach that combines low-cost tax-efficient indexed investment strategies with targeted active management and sophisticated options techniques. They seek to maximize clients' returns at any risk level. | Finance |
Seneca College
Seneca College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















