Robyn Latchman CFP,CLU,EPC
Wealth Management Financial Advisor, Barrie Ontario

Robyn Latchman uses a personalized approach wealth management and financial planning that creates maximum value to her clients. Robyn understands and values the hard work and sacrifice you’ve put in to build your portfolio.

Using a holistic approach she’ll review your existing investment portfolio and help you answer question like: 

Should I reinvest my GICs or buy mutual funds?

Should I use annuities?

Should I Invest globally?

Should I Invest my entire severance package for the long term?

How do I manage risk?

How do I simplify my investments?

How do I help my parents?

How do investment fees really work?

Robyn Latchman will help you to structure an investment fund portfolio that supports your values and your financial and investment goals – today and tomorrow.

To manage your investment plan and portfolio, Robyn will:

  1. Examine your current financial situation along with your immediate and long-term goals. She will help you to identify your priorities and advise you on what you need to reach those financial goals.
  2. Help you identify your investment preferences based on:
    1. Your financial goals
    2. Your current net worth
    3. The amount of time you have to meet your investment goals
    4. Your tolerance for variability
    5. Your tolerance for risk.

Get started today. Request an appointment with Robyn for a personal consultation.

Investing Services

  • Registered Retirement Savings Plans (RRSP)
  • Tax Free Savings Accounts (TFSA)
  • Non-Registered Investment Saving Plans (Open)
  • Pension Plans
  • Registered Education Savings Plans (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Locked-in Investment Retirement account (LIRA)
  • Locked-in Investment Fund (LIF)
  • Guaranteed Investment Certificates (GICs)
  • Registered Disability Savings Plan (RDSP) 

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