At D. Robinson and Associates, we do things a bit differently.
Objective and unbiased
First, our focus is on process, not product. We are never going to sell you anything except the value of good advice. Our approach is to provide advice, share knowledge, and help you make decisions about your finances in a completely unbiased and objective way.
We aren’t tied to any product line nor do we earn commissions through sales. Our individual clients simply pay for the time required to review their financial affairs and develop an appropriate, workable, and effective plan.
This independent perspective is also important to our corporate clients. Corporations, government departments, unions, and other organizations investing in employee education are confident of our independent perspective and value the experience we bring to our seminars.
- Fee for service
- No products sold or brokered
- Unbiased information and advice for our clients
- Education seminars and workshops for companies, government and other organizations
Darryl Robinson, R.S.W., CFP, R.F.P.
Darryl Robinson has been providing financial and retirement education seminars for over 30 years. He was employed with the former Manitoba Telephone System and for 10 years worked closely with the HR and benefits departments to coordinate employee financial information and pre-retirement seminars.
Upon leaving MTS in 1999, Darryl became fully involved in the field of fee-only financial planning. He has continued to expand his personal financial planning and retirement education practice. His diverse background in both counselling and planning has provided unique insights into the issues surrounding financial and retirement planning.
Darryl still enjoys meeting clients helping them develop financial and retirement plans.
He is also a much sought-after speaker and regularly provides seminars and workshops to more than two dozen organizations. He has designed and delivered workshops and seminars to thousands of employees, addressing financial planning topics ranging from family financial management to retirement and severance planning issues.
Over the past 20 years, Darryl has developed a particular interest in providing financial and retirement planning services to federal government employees. In 2009, he successfully completed the certification process for the Public Service Pension Plan Retirement Planning Information Sessions. Since 2006, over 150 workshops representing more than 400 days of training have been provided to Federal and GNWT employees.
Jason works as a financial planner to craft detailed retirement plans for clients. He is passionate about understanding client goals and finding strategies to achieve them in a tax efficient manner. He also provides annual tax preparation and planning services for clients. Jason is a graduate of the University of Winnipeg with a Bachelor of Arts in Economics and holds the Certified Financial Planner (CFP) designation. He is currently studying to complete the Trust and Estate Practitioner (TEP) designation. In his free time, he enjoys spending time with his young daughter, photography, and playing chess.
Cathy Robinson is a graduate from the University of Manitoba and began her career as a Program Administrator with the Province of Manitoba overseeing a number of job training and small business support programs.
After a seven-year hiatus to focus on family, she returned to the workforce providing student support services in the Province's education system.
For the past fifteen years Cathy has been the Office Administrator for D. Robinson & Associates. She also enjoys providing small business bookkeeping education and training classes within the local school divisions Continuing Education department.
In her spare time Cathy is an avid knitter, enjoys biking, Zumba and spending time with the family pups.
Cathie Penner is a graduate from Red River College. She worked for the Province of Manitoba, providing administrative support for a number of government departments and Cabinet Ministers.
After some time away to stay home with her children, Cathie returned to the workforce as an administrative assistant, providing clerical support for several schools in a Winnipeg school division. She retired from the school division in 2020 and began working for D. Robinson & Associates, part-time, as an administrative assistant. Cathie enjoys time away at her family cottage, travelling, yoga, and can be seen walking in the local park with her dog, Harley.