At D. Robinson and Associates, we do things a bit differently.

Objective and unbiased

First, our focus in 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.

Darryl Robinson
Owner/President

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.

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Jason Evans
Financial Planner

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 tax preparation and planning services for our clients. He holds the Certified Financial Planner (CFP) designation and is currently attending the University of Winnipeg to complete his degree in Economics. In his free time, he enjoys spending time with his young daughter, photography, and playing chess.

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Cathy Robinson
Office Manager/Administrator
Melody Walz
Seminar Presenter

Melody has worked with municipal and federal governments, as well as private business, with an emphasis on employee insurances and pension.  Melody began delivering Pre-Retirement courses in 1989 and went on to develop and implement additional seminars designed to inform federal public servants about their various benefits.

In 2006, PSPC Pension Centre instituted a mandatory certification program for any presenters who wanted to deliver the Public Service Plan Member Education Session.  Melody jumped at the opportunity.  Early in 2007, she completed that certification process and has maintained it ever since.  This allows her to deliver the information, as set out by the Pension Centre, to federal public servants across Canada.  She has delivered in excess of 80 sessions regarding the Public Service Pension Plan.

Melody’s understanding of pension, insurances, and counselling provide a knowledge and expertise that bring an added dimension to our Federal Government Pre-Retirement courses.

Jeremy Robinson
Admin and I.T. Support
Molly
Director of Barketing
Finley
Branch Manager