CedarShore

Here for you

Our goal is straightforward: to support you with timely advice and trusted financial expertise.

Story
Values
Team
Our Story
“We understand that our individual and corporate success is dependent on the success of many others and that trust is the currency of all long-lasting relationships.”
- MATTHEW J ROBINSON, CEO & Portfolio Manager (AR), B.Sc., CIM®️
Competency.
Consistency.
Care.®️

From our base in Sharbot Lake, Ontario, our team has provided trusted financial services for over 35 years.

With careful stewardship and steady growth, we have expanded to a team of 30+ providing professional asset management, independent financial planning and alternative mortgage lending to clients across Ontario.

The firm remains family owned and professionally operated, propelled by robust plans, sound governance and a long-term vision.

The CedarShore Mission:

Helping people realize their dreams through personal financial services grounded in expert advice and shared small-town values.

Our
Values

Our Values

Our shared values unite the staff of CedarShore Wealth Management, inspiring us to always do the right things right.

With competency, consistency and care at our core, we are guided by our values in everything we do.

Client First
Our business is built on serving our clients. We recognize that we can be successful only when our clients are successful.
Trust
Trust is fragile and not to be taken for granted. We know we must earn trust every day by doing right by our clients, our community and each other.
Honesty
Honesty is non-negotiable. We uphold the highest ethical standards, ensuring honesty, integrity and fairness in every action we take.
Stewardship
Our business is based on sound financial stewardship. We provide sustainable financial guidance so our clients can flourish.
Our Culture
Balance is crucial for a fulfilling life. We maintain a healthy work–life balance by pairing hard work with joyful family and community engagement.
Your CedarShore Team
Matthew J. Robinson
Matthew J. Robinson, B.Sc, CIM®
CEO & Portfolio Manager (AR)
Kevin Cruickshank, CPA, CFO
Executive Vice President & Chief Financial Officer
Catherine Musselman, CCO
Chief Compliance Officer & Director, Wealth Management
Debra Smith, CIM®, AR
Director, Culture & Talent, Portfolio Manager (AR)
Ryan Dales, CIM®, AAR, QAFP, RRC, FCSI, FMA,
Financial Planner, Associate Advising Representative (AAR)
Ruby Candler
Portfolio Manager's Assistant
Mitzi Hough
Manager, Regulatory Compliance
Amber Kehoe
Manager, Administrative Support Services
CedarShore Wealth Management is the personal advisory services division of W.A. Robinson Asset Management Ltd.
Your Priorities Come First
Want more time with your family and less time worrying about money?