Ren Robinson
Senior Financial Planner
CIM®
CFP®
Working together to achieve the financial goals that matter to you most
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With over 9 years of experience in the Financial Services industry, I have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
My commitment to continuous education has earned me the Certified Financial Planner (CFP®) designation conferred by the Financial Planning Standards Council. In addition, I have also achieved the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute.
I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.
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Certificates
CIM®
CFP®
Frequently asked questions
What does a financial planner do?
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Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
Market Perspectives: The New Market Regime: More Paths to Performance
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Success Begins With Understanding
Your hopes and expectations are at the heart of your financial plan.
That’s why at TD Wealth Financial Planning we take the time to discover and appreciate your needs, and include them in any discussion of your goals, so that together we may set a course for the future that you envision for yourself and your family.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Lynn – The Gift of Planning
When experiencing a difficult situation and looking for financial security, finding the right advisor can be a critical step toward making it easier. TD Wealth helped Lynn’s dad make sure everything was in place for when he was gone.
Lynn believes in the value of planning, as her father worked with TD Wealth to prepare his finances and plan for the future of his daughter, making a very difficult life experience easier.
Contact me today to find out how I can help you feel reassured in your financial future.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
Can a 60-year-old manager afford an unplanned early retirement?
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Can a 60-year-old manager afford an unplanned early retirement?
John is suddenly laid off. Should he find work for another five years, or retire now?
Joyspan: Why a life well-lived could matter more than a long one
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Joyspan: Why a life well-lived could matter more than a long one
Gerontologist Dr. Kerry Burnight spoke with MoneyTalk to explain why joy, purpose and connection may matter more than genetics when it comes to aging well.
Urban heirs, rural assets: How to inherit the farm successfully
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Urban heirs, rural assets: How to inherit the farm successfully
Inheriting farmland doesn’t require moving back to the farm. With the right planning, Canadians can keep farm assets in the family and potentially preserve valuable tax breaks for future generations.