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W.A. Robinson Asset Management Ltd.

Address

14216 Road 38
Box 208
Sharbot Lake, Ontario K0H 2P0
(613) 279 - 2116 ext. 102
Toll Free: (877) 279 - 2116

www.RobinsonsGroup.com

Principal Contacts

Matthew Robinson
CEO, Portfolio manager
Tel: (613) 279 - 2116
matthew.robinson@robinsonsgroup.com

Kevin Cruickshank, CA
EVP,CFO
Tel: (613) 279 - 2116 ext 203
kevin.cruickshank@robinsonsgroup.com

Debra Smith, CIM
Manager, Investor Services
Tel: (613) 279 - 2116 ext 212
debra.smith@robinsonsgroup.com

Client Minimums

Private: $100,000
Institutional: $100,000

Types of Accounts Managed

  • Private Individual / Investor

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • Ontario*
  • Saskatchewan

* indicates a physical location in this province

BASED IN HISTORY

Since 1980, W. A. Robinson Asset Management Ltd.  has been providing top quality financial advice from a small town in Eastern Ontario – Sharbot Lake.  We are a family firm which has successfully transitioned from founder, Wayne Robinson, to his son, Matthew Robinson, in 2014.

 

SMALL TOWN VALUES.  OUTSTANDING CREDENTIALS. 

A boutique-like financial experience for the average investor predicated on our values of:

“Competency, Consistency and Care”

COMPETENCY – Access to highly qualified professionals who CARE about their clients and their craft

CONSISTENT, unemotional approach to investing that clients can rely on

Our competitive advantage is our PEOPLE.  We have built a very strong team of true professionals who earn trust each day with clients and business partners.  We have a strong corporate culture of open communication and teamwork, while striving to find positive solutions to any encountered challenges.

OUR VALUE:

We have designed our portfolios to earn the market return which allows us to focus our efforts on things within our control, such as:

  • having a financial plan to help our clients reach their goals,
  • minimizing taxes,
  • being aware of the fees charged to our clients’ accounts and our responsibility to provide value for our fee,
  • most importantly, coaching our clients through market ups and downs so that they stay committed to their plan for the long run.

 

OUR OFFER:

  • Suite of managed investment portfolios that includes investments in Canada, US, and Internationally – Equity, Bond and Real Estate Markets
  • Unique investment opportunities such as Dimensional funds and our own fund-Frontenac Mortgage Investment Corporation (a predominately 1st position mortgage fund with the mandate of capital preservation with a reasonable return based on underlying real estate assets in Ontario excluding the GTA)