Meet The Team
Investment Advisor
CIM®
At Robinson Wealth Management Group, we work with clients who believe in the value of a personal relationship. Our clients are keen to share their life story and want to work with a wealth team they trust to handle all the details of their financial affairs.
We understand that the details matter – from the phone calls we make just to check in, to the relevant articles we send your way, to the detailed preparation we provide for life’s significant financial events.
We ask questions, listen to your answers and work with you to build a trusted relationship, day after day, year after year.
Client Service Associate
Client Service Associate
Colleen joined TD Bank Group in 2002 and has extensive experience in the US licensed TD Ameritrade Brokerage, serving on the High Net Worth Team. She added her Canadian brokerage license when she transitioned to TD Wealth in 2013 and also holds the Canadian Securities Certificate (CSC). As the primary administrative contact for clients, Colleen considers client needs first and believes in providing exceptional service at every interaction.
Additional TD Specialists
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
