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Robyn Kerri Anne Thompson
Portefeuillebeheerder-Aandelen bij R.N. Croft Financial Group, Inc.
Profiel
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.
Actieve functies van Robyn Kerri Anne Thompson
Bedrijven | Functie | Begin |
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R.N. Croft Financial Group, Inc.
![]() R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Portefeuillebeheerder-Aandelen | 01-11-2005 |
Opleiding van Robyn Kerri Anne Thompson
Seneca College | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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R.N. Croft Financial Group, Inc.
![]() R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Finance |