Clear information for better financial decisions.
At-a-Glance: CedarShore Diversified Growth Fund (Sept.1.21)
CedarShore Wealth Management is the new name of our personal advisory services division. For more than 35 years, W.A. Robinson Asset Management has been helping clients achieve financial peace of mind by focusing on capital preservation with a reasonable return.
With careful stewardship and steady growth, we’ve expanded from 3 employees to a team of 30+ providing professional asset management, personal advisory services, and alternative mortgage lending to clients across Ontario.
Up to August 2021, both our personal advisory services division and asset management division have been grouped together under the name W.A. Robinson. As our financial services offering is currently expanding to meet the evolving needs of our clients, we are taking this opportunity to make the distinction between these two divisions clearer.
Going forward, our asset management division will continue to operate under the name W.A. Robinson Asset Management while our personal advisory services division will operate as CedarShore Wealth Management.
The CedarShore division remains part of W.A. Robinson. This means it will continue to benefit from our decades of expertise while providing our team with greater flexibility to meet the unique financial planning needs of our clients.
Our core purpose at CedarShore Wealth Management is to help people realize their dreams through personal financial services grounded in expert advice and shared small-town values.
We do this by providing financial planning services that enable you to gain peace of mind, grow your wealth, care for others, and design your future.
With a deep understanding of your family circumstances, financial situation, and goals for the future, we identify the areas in which we can best support you, which may include:
For existing clients like you, the introduction of CedarShore will result in a few changes:
We focus on thoroughly researched, well-managed investments that reflect our values of capital preservation with a reasonable return.
Our clear, well-established investment philosophy is particularly suited for clients who value steady, long-term growth over the aggressive pursuit of higher returns.
As a CedarShore client, you benefit from:
Helping people realize their dreams through personal service grounded in expert advice and shared small-town values.