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PROFESSIONAL'S DIRECTORY

For Her

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The Professional's Directory For Her is a collection of Professionals that The Women’s Collection is pleased to endorse as Professionals we feel are best suited to support, service and advise women with their finances, wealth management, insurance and estate planning needs; among other key support services required to maintain financial wellness.

Each of the Professionals listed on this Directory have successfully passed our verification process and have demonstrated that they are prepared and equipped to support women in their field of expertise.

The Women's Collection confirms that all Professionals listed on this Directory have no criminal, compliance or regulatory proceedings or investigations based on our through review.

*Note: To join this Directory, there are no restrictions or discrimination against any specific sex, race, religion or beliefs. 

ONTARIO

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Robyn K. Thompson, CFP   CIM   FCSI

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Founder & President, Castlemark Wealth Management Inc.

Robyn is a financial expert and seasoned wealth management professional. With wide-ranging experience as a professional money manger and wealth advisor in today’s turbulent financial markets, she is the founder of Castlemark Wealth Management Inc., and registered with the Ontario Securities Commission as Associate Portfolio Manager at R.N. Croft Financial Group Inc. 

  • for her Planning Specialization

  • Integrated Wealth Management Service

  • Financial Planning for C-Suite

  • Comprehensive Financial Planning

  • Tax Planning

  • Estate Planning

  • Building Wealth

  • Insurance Solutions

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PHONE: 647.352.5735
EMAIL: info@castlemarkwealth.com

Francesca Rea, CFP   RRC

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Financial Advisor, Assante Capital Management Ltd.

PATIENCE. PERSEVERANCE. REWARDS
This is Francesca Rea’s philosophy to build not only financial wealth, but a rich life. A Certified Financial Planner professional with more than 17 years of experience, her focused and tailored approach can help you achieve your family’s financial goals. Francesca will create a personalized solution to meet your financial goals by creating a comprehensive plan – backed by Assante’s experts.

  • Tax & Estate Planning

  • Retirement Income Planning

  • Business Succession Planning

  • Investment Planning Advice

  • Cash Management

  • Charitable Giving

  • Mortgage & Debt Management

  • Insurance Planning

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PHONE: 905.858.5550
EMAIL: frea@assante.com

More Provinces & Professionals
Coming Soon

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