Financial Planning with financial advisor
Robyn H. Latchman, CFP, CLU, EPC

Latchman Insurance Brokers serves Barrie, Ontario and Simcoe County

Finding the right financial advisor to help you map your financial plan is the first step towards creating a secure, dignified future. A certified financial planner CFP® will help you answer questions like:

Will I outlive my retirement savings?

How can I pay less income tax?

Do I pay down my mortgage or
top up my RRSP and or TFSA?

Do I have the right amount of life insurance?

Do I need a will?

When is the best time to give money to:
Children, Grandchildren, Charity

How do I let my loved ones
know what my wishes are?

How should I invest my severance package?

Do I need all of my money

A certified financial planner takes the complexity out of retirement, estate and financial planning for you

If you are like most, you haven’t created a financial plan because the options are overwhelming. That is where Robyn comes in. She asks the right questions and gets right down to your core concerns and creates your very own plan.

Why choose Robyn H. Latchman as your certified financial planner?

1.  Experience.

Robyn has dedicated herself to the financial and insurance industry for over 20 years.

2.  Education.

She is credentialed as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Elder Planning Counselor (EPC).

3.  Elder Planning Counselor.

As an Elder Planning Counselor, Robyn has specialized expertise, experience and services to meet the unique needs of seniors and their families.

4.  Custom Advice for Your Situation.

As an independent broker, Robyn selects the strategies that are right for you – not right for the provider/insurance company.

5.  Commitment to Personal Integrity.

6.  Accessibility.

Call Robyn directly, if she is unavailable at the time you can expect a response within 24 hours.

Control.  Flexibility.  Security.  When the unexpected hits, you’ll be ready. Latchman Insurance Brokers will ensure that you have all the components you need for a personal financial plan.

Financial Planning Services offered by Latchman Insurance Brokers Limited

  • Estate Planning
  • Retirement Planning
  • Investment Planning
  • Discussion on Wills
  • Budgeting
  • Discussion on tax minimization
  • Mortgage planning
  • Finance planning
  • Discussion on trust planning
  • Discussion on Divorce 
  • Individual Pension Plans (IPP)
  • Employee Profit Sharing Plan (EPSP)
  • Retirement Compensation Arrangement (RCA)
  • Defined Contribution Pension Plan (DCPP)
  • Deferred Profit Sharing Plan (DPSP)
  • Group and Individual Registered Retirement Savings Plan (G/RRSP)
  • Group and Individual Tax-Free Savings Account (G/TFSA)
  • Group and Individual Registered Education Savings Plan (G/RESP)

Specialty Service for Collaborative Divorce Clients

Robyn also provides financial coaching to couples working through the collaborative divorce process. As she guides you, she will help you with the new needs that will arise in your family situation. Contact Robyn to speak with her today, or click here to request an appointment.

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Request an Appointment

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