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
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.
High Net Worth Planner
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Trust Officer
Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
