Castlemark Wealth Management Inc.
1111 Dundas Street East M4M 1R9 Toronto, ON, Canada

Wealth can mean many different things to many different people. What does "being rich" mean to you? Once you have established this definition for yourself you will better understand with what you need to do to achieve it. And when you are ready to make your money start working for you, contact me at Castlemark Wealth

Many people are unsure of exactly what they own in their investment portfolios, their advisors make suggestions on what to buy and they agree even though they don’t fully understand. It is time to start asking the tough questions. What am I invested in? What is my asset allocation? Do I have an appropriate weight of fixed income (safer, interest bearing securities) versus equities (stocks)? ... Is my portfolio properly diversified among different sectors as well as having exposure to global companies? Are my investments suitable given my time horizon? If your advisor doesn’t give you clear enough answers, please contact us at Castlemark. We will provide a complementary analysis before you decide to work with us. See more

When the COVID-19 pandemic hit, many businesses were forced to shutter and millions of Canadians lost their jobs. Those close to retirement age may have taken this as an opportunity to settle down early, but for many others the rug was effectively pulled out from beneath them. I recently spoke to Investment Executive about how I am helping my clients navigate this financial change and determine the dest use for their severance packages.

Even if you have a strong sense of financial literacy and have been able to generate wealth, financial planning is incredibly beneficial. A financial planner is able to address all of your most important financial concerns. Leaving a financial legacy? Savings for retirement? Providing for your family at death? Unplanned expenses? A combination of all of these? We can help. At Castlemark Wealth we do a deep dive into what your goals and objectives are and tailor a comprehensive plan specific to your needs. We touch on all aspects of your financial picture, from comprehensive financial and retirement planning and tax and estate planning to building wealth and finding insurance, we are able to create a comprehensive plan to ensure you are making the most of your money.

Is your financial plan all-inclusive and goals based? This approach to financial planning is becoming more and more in demand for financial advisors. A recent study by Spectrum group found that the majority of people consider this to be very important when when choosing their financial advisor. At Castlemark Wealth, we take a holistic approach to financial planning. We make sure to consider all aspects of our clients' financial situations and most importantly, their goals & objectives.