CastlemarkWealth

Castlemark Wealth Management – an independently owned private wealth management firm dedicated to making your goals and dreams a reality.

[CastlemarkWealth @CastlemrkWealth]

As the Baby Boomer demographic ages, elder financial abuse is becoming more prevalent. I recently joined CTV Your Morning with some tips on how to identify and prevent this insidious form or fraud. https://t.co/wbu8pLmvBU

[CastlemarkWealth @CastlemrkWealth]

Are your bank deposits safe? Will deposit insurance protect you if a Canadian bank runs into trouble? Here's a look at Canadian deposit insurance - what's protected and what's not.
https://t.co/PFcwm07DPl

[CastlemarkWealth @CastlemrkWealth]

Fraud is a major criminal enterprise in Canada, and has only become more prevalent in our 24/7 plugged-in cyberworld. Here's some advice on how to avoid falling victim to investment, phishing, and service frauds.
https://t.co/o7HDGhDT5J

[CastlemarkWealth @CastlemrkWealth]

For young (or older) couples getting serious on Valentine's Day, I offer these heart-warming financial planning principles to help couples achieve financial harmony, too.

https://t.co/FZiumsfxJl

[CastlemarkWealth @CastlemrkWealth]

Thinking about contributing to an RRSP? You should. It's still the best tax-deferred retirement savings plan for Canadians. Check my refresher on RRSP basics - how much you can contribute, what investments you can hold.
https://t.co/WdjVdKSii7

[CastlemarkWealth @CastlemrkWealth]

Post-holiday debt blues got you down? Robyn recently joined hosts Melissa Grelo, Cynthia Loyst, Lainey Lui on CTV’s The Social with some tips on the psychology of debt and how to break the credit card cycle. https://t.co/toJ8NSexM7

[CastlemarkWealth @CastlemrkWealth]

To avoid the pain of holiday spending hangover, it’s helpful to revisit the seven sins of financial planning – the most common errors most people make – and stay financially virtuous now and through the year.
https://t.co/w7c8Am5fBB

[CastlemarkWealth @CastlemrkWealth]

How avoid that sinking (bank account) feeling. Extravagant spending during the holiday season is a financial-behavioural issue. Very few of us are immune. But there are some simple, tried-and-true ways to get it under control.
https://t.co/wmuEJvMHYu

[CastlemarkWealth @CastlemrkWealth]

Thrilled and honoured to have been chosen as a recipient of the 2022 5-Star Leading Women in Wealth Award by Wealth Professional Canada magazine. For more information, visit https://t.co/iW17VTQLHm.

[CastlemarkWealth @CastlemrkWealth]

Inflation is raging, interest rates are rising, and house prices are falling. Here's a look at how to navigate a real estate market in transition.
https://t.co/90v02dzb1V

[CastlemarkWealth @CastlemrkWealth]

With stocks declining through most of this year, many pundits are now saying markets have touched bottom. Should you start shifting cash back into equities? Before you do, ask the right questions.
https://t.co/3EMvzSZFGn

[CastlemarkWealth @CastlemrkWealth]

Do you find dealing with money scary? It doesn’t have to be. I recently joined CTV’s Your Morning to chat about the psychology of money and explode some of the myths around spending, saving, and debt.
https://t.co/edHRGtia2y

[CastlemarkWealth @CastlemrkWealth]

On the eve of World Mental Health Day, financial advisors need to know that self care is also about doing right for our clients. I offer some pointers in Wealth Professional: https://t.co/2XvBTGVfkZ

[CastlemarkWealth @CastlemrkWealth]

As inflation rages and interest rates rise, stock markets have dropped alarmingly. These are often signs preceding a recession. Read my post on what can you do to recession-proof your personal finances ahead of a serious economic downturn.
https://t.co/K9TPdcHM5N

[CastlemarkWealth @CastlemrkWealth]

With kids going on to post-secondary school, many parents are looking to unlock RESPs to pay for tuition. But there are plenty of rules about what you can and cannot do. Here's a handy summary.
https://t.co/5dfpkgupZq

[CastlemarkWealth @CastlemrkWealth]

Coping with rate stress: I recently joined hosts Melissa Grelo, Cynthia Loyst, Lainey Lui on CTV’s "The Social"
@TheSocialCTV with some practical financial tips for dealing with rate-hike stress and recession fears.

https://t.co/9iSUSLt417

[CastlemarkWealth @CastlemrkWealth]

Save for a rainy day? Cut spending? Pay off debt? It’s tough when inflation keeps shrinking your budget. But Robyn offers practical advice in this Chatelaine article on five never-fail financial tips for challenging times:
https://t.co/mXj4iUTP6W

[CastlemarkWealth @CastlemrkWealth]

With another warning Canada could be heading for recession next year, what can you do now to protect yourself? I recently joined CHCH TV’s “Morning Live” with some practical tips for financial survival in a recession.

https://t.co/emcDpgqg6U

[CastlemarkWealth @CastlemrkWealth]

I recently appeared on CTV Your Morning, with some tips for relieving the stress, worry, and anxiety of managing your money in a time of inflation, rising rates, and falling markets. https://t.co/nov8i3yUkE

[CastlemarkWealth @CastlemrkWealth]

Thrilled to announce that the Castlemark Wealth Management Team has been chosen by Wealth Professional Canada Magazine as one of Canada’s “5-Star Top Teams” for 2022. https://t.co/kVHQ8wyGac