About Us

As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.

Robert Castles, CFP®, MFA

Certified Financial Planner® professional

It's your money … and your peace of mind. I understand that.

I am a Certified Financial Planner (CFP) servicing clients in Manitoba and Northwestern 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.

My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.