Robert Castles CFP MFA

I am a Certified Financial Planner (CFP) servicing clients in all provinces western of Ontario. My emphasis is on building long-term relationships with my clients, working hard to understand my clients’ needs and goals, and designing solutions accordingly. To make good decisions, you need good information. With a business built on trust and integrity since 1997, I work to educate my clients and assist them in making sound financial decisions. As a client you can be confident you have a planner who cares about you and takes pride in seeing you reach your financial goals. You can expect excellent service, regular meetings and the most up-to-date information needed to make your most important financial decisions. I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research. I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.