Robyn H. Latchman

Robyn H. Latchman

Robyn H. Latchman
Advocis Member Since: 1994

Robyn H Latchman

Years in Business:
26+

Clientele:
Pre-retired, Self-employed, Professionals, Retired, Medical practitioners, Professional athletes

Languages:
English

Designations:
  • CLU
  • CFP®
  • EPC

Area of Expertise:
Insurance Planning, Investment Planning, Mortgages and Debt Planning, Retirement Income Planning, Retirement Planning, Business Planning, Employee/Group Benefit Plans, Estate Planning, Business Transition Planning, Agriculture/Farm Business Planning, Divorce and Separation Planning, Executive Compensation and Benefits, High Net Worth, Multi-generational Family Service, Post-Retirement Benefits, Severance Planning, Small Business Planning, Succession Planning, Tax Planning, Charitable Giving, Planning for those with Disabilities, Cross-border and International Planning, Credit Counselling and Bankruptcy

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