Robyn H. Latchman CFP., CLU., EPC

Robyn H. Latchman, CFP, CLU, EPC, has nearly two decades experience providing ethical and expert financial planning, investment and insurance solutions to clients, small businesses and professional groups, and their families.   

Robynís specialty as one of the first certified Elder Planning Counselors in Canada (EPC) includes planning for our future care needs as we age, and planning care for our aging parents and families dealing with critical illness and disability, as well as working with bereaved families and small businesses and professional practices to deal with the many complex issues associated with administering estates and succession planning.   

Robyn brings a compassionate approach to her client-centered Toronto and Barrie-area practice as a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and licensed independent insurance broker.  As a Certified Financial Planner (CFP) and financial advisor registered with the Financial Advisors Association of Canada (ADVOCIS), Robyn is also available to advise on mutual funds and other investment products. 

Robynís career began with ten yearsí distinguished practice in the field of interior design, where she was one of the first in Canada to receive the National Certification of Interior Design Qualification (NCIDQ), and was a member of the Association of Registered Interior Designers of Ontario (ARIDO).  She then made a strategic career change and entered the financial services industry, following closely in her fatherís footsteps in a well respected family business, Latchman Insurance Brokers Limited. 

Robyn Latchman has written articles for several publications, is a sought-after speaker by the accounting and legal professions, and sits on a variety of industry related boards and advocacy groups.  She is also active in her community, helping charitable and non-profit organizations with her time and expertise to assist fundraising and endowment planning initiatives.   

  • Robynís notable designations and affiliations include:

    -  Certified Financial Planner (CFP)
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        Chartered Life Underwriter (CLU)
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        Elder Planning Counselor (EPC)
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        Graduate, Canadian Securities Course (CSC)
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        Member, Financial Advisors Association of Canada (ADVOCIS)
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        Member, Canadian Association of Gift Planners (CAGP)
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        Member, Chamber of Commerce and Marketing Committee Member
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        Member, Professional Advisory Committee, Jewish Federation of Toronto
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        Member, Fundraising Committee, Zareinu Educational Centre of Toronto
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        Member, Finance Committee, Toronto Heschel School                                     
    -  Volunteer, Seasons Centre for Grieving Children
    -    Board Member, Children's Aid Foundation

As an experienced independent insurance broker and Certified Life Underwriter (CLU), Certified Financial Planner (CFP) and Elder Planning Counselor (EPC), Robyn enjoys educating colleagues and community members, in professional and informal settings, on market trends and the most current insurance and investment products to protect themselves and their families.   

She provides expert and ethical professional advice and custom-tailored solutions to ensure that her clients have the money they need should they temporarily or permanently lose their ability to earn an income, to protect their homes, their businesses, their families, and most importantly, themselves.

 

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