The COVID-19 pandemic has disrupted daily life across Canada, with individuals, businesses and governments significantly impacted. Understandably, this upheaval has sparked concern among Canadians regarding their finances and investments. At W.A. Robinson group, we are committed to clear and open communication with our investors and partners to answer their questions and alleviate their concerns. With […]
Financial planning. It’s one of those terms that pops up frequently in conversations and the media, yet its meaning is not always clear. At W.A. Robinson, one of the fundamentals of our approach to financial planning is assuring our clients that there are no naive questions. We believe that every question is worth asking, and […]
Along with countless families, individuals and businesses across Canada, we at W.A. Robinson group of companies are adjusting our daily routines to minimize the spread of COVID-19. This is an important step in our shared responsibility to protect public health. Following Premier Doug Ford’s remarks this past Monday, W.A. Robinson has been deemed an essential […]
Along with countless businesses, families and individuals across Canada, we at W.A. Robinson group of companies are adjusting our daily routines to minimize the spread of COVID-19. We recognize that this is an important step in our shared responsibility to protect public health, and we are more than happy to do our part. Effective immediately, […]
W.A. Robinson Asset Management Ltd. is pleased to announce that Ryan Dales has joined our team in the role of Financial Planner. As a member of our Investor Services Team, Ryan will focus on maintaining and delivering exceptional client care to our existing clients, as well as forging new relationships to grow our current client […]
W.A. Robinson is pleased to announce that Debra Smith, CIM, has achieved successful registration with the Ontario Securities Commission as an advising representative (AR). This achievement further strengthens Debra’s capabilities related to investment services and managing the Frontenac Mortgage Investment Corporation fund, as well as helping her better support the firm’s discretionary portfolio and fund […]
W.A. Robinson is pleased to announce that Richard Colton, B.A. (hons), CIM, CFA, has achieved successful registration with the Ontario Securities Commission as an advising representative (AR). This achievement furthers Richard’s role in risk management for Frontenac Mortgage Investment Corporation and as a Portfolio Manager for the firm’s growing boutique wealth management practice. Richard is […]
Well-managed public businesses can certainly be successful over the years, but multigenerational, family-owned enterprises bring special strengths and talents to the table. What makes a family business so attractive? Structure, Succession & the Beauty of Institutional Knowledge In any properly managed enterprise, protocols and procedures govern operations and culture. Accepted practices and standards define the […]
Nature and business work in similar ways. Both have methods of adapting to the ever-changing external forces of their environments. Animals use colour, smell, size and other tricks to deter predatory forces (or lure in prey as a means of survival). The human body’s white blood cells kick into overdrive to fight off infection. In […]
