Testimonials 

Testimonials 

Read what Robin’s clients and audiences have to say:

Scott Scheffer

Director, Content Development and Strategy, Brand, Marketing & Communication, William Blair

“Robin Taub’s The Wisest Investment session truly touched on the hallmarks of William Blair’s client relationships; the importance of family cohesion, and financial empowerment. Our at-capacity audience was highly engaged throughout Robin’s presentation, and her many all-ages tips on “family smart financial talk” was well received by everyone. The exciting lessons she brought to life should be mandatory education for young adults in all 50 states.”

Nicole Correale

Corporate Affairs Producer, Fidelity Investments Canada

“Thank you so much for another fantastic webcast. We had around 1200 advisors tuning in! They really enjoyed the discussion and thanked us for having you on.”

Jennifer Chen

Manager, Advisor Content & Strategy, Canada Life

“I had the pleasure of working with Robin on a recent Elevate your business with Canada Life webinar on financial literacy for the whole family. Robin was a consummate professional – always prepared, engaged, thorough and detail-oriented. Her ability to adapt and tailor her keynote presentation to suit our audience shows how knowledgeable she is on financial literacy matters, and the thought and care she puts into her work. Even with tight timelines and unexpected hurdles, Robin handled everything gracefully and even proactively provided suggestions to make our webinar better. When I talk about attention to detail and how much thought Robin puts into her work, I should also mention that she proactively wore our company colours! I look forward to working with Robin and her team again.”

Stephanie Dean

Manager, Financial Literacy at RBC Family Office Services

“Excellent delivery and love the values angle! Such a great message for everyone to hear, at all wealth levels.”

Sheetal Gupta, CPA, CA

Manager, Student Recruitment at Chartered Professional Accountants of Ontario

Robin was the keynote speaker at our high school Money Sense 2022 event. She was highly responsive and engaged in the planning process and delivered an insightful presentation for the audience.
Our post-event survey showed high ratings and positive feedback, from students, teachers and especially from parents on her knowledge and delivery of financial literacy and the importance of investing early.
Robin was open to feedback, engaging with the audience through polls, conducting a short interview for social content and all in all was a delight to work with. Thank you Robin!”

Pooja Loyola

Conferences and Events Specialist, CPA Ontario

“Thank you for being a part of the Women in Action Conference and for an amazing presentation. Even though I don’t have children myself, it was great information to have to pass on to my nephew. The attendees who didn’t have children commented the same and said that they would be teaching their nieces, nephews and grandchildren about it. It was brilliantly done and ended the conference on a high-note.”

Cary Williams

CIM, CFP, Private Wealth Counsellor, Mercer

“Thanks again Robin for your time and knowledge. I’m continuing to get fantastic comments from clients as they come back to view this discussion for a second time.” 

Ronald Mayers

Senior Vice-President, Wealth Management, Blue Bridge

Robin was the featured speaker at our “Growing Up Affluent: Speaking with your Children About Wealth” event last night in Montreal. A crowd of 50 clients and “friends of the firm” enjoyed Robin’s no-nonsense, yet enlightening and entertaining presentation. The audience included parents of kids from 1 to 23, and all took some meaningful suggestions back home. The response was overwhelmingly positive. We got lots of compliments on our choice of topic, speaker and your presentation. Sincere thanks for your great work here.”

Kelley Keehn

Bestselling author, personal finance educator and host of Women Claiming Wealth conference

“Robin was absolutely phenomenal on the panel yesterday.  Robin’s wisdom and expertise really resonated with our audience as the chat was lighting up every time she spoke! Robin contributed greatly to our mission of women claiming their wealth.  We appreciate Robin and her support so very much!”

Bruce Sellery

Money Columnist for CBC and CITYLINE

“Robin knows kids & money.  She is smart, passionate and proven.

Caitlin Winberg

North Toronto Moms Group

“Robin hosted a financial discussion for our North Toronto Moms Group, over Zoom, during the pandemic. During this time, many families are reviewing finances and planning for their families and education. Robin was active in learning about our group’s needs and executed a highly informative presentation and discussion with participants. Concrete examples were provided and we received very positive feedback. We would love to have Robin back in future and highly recommend her as a speaker on the topic of raising money-smart kids!”

Kevin Doyle

Executive Vice President at Canada Overseas Investments Limited

Robin has conducted financial training sessions to our next generation of family members five years consecutively and I highly recommend her. Robin is able to provide both theoretical and practical financial training, and leverages her strong knowledge of today’s online tools. She has developed an excellent relationship with our attendees, and has established herself not only as a skilled trainer but also as a trusted advisor.

Kerri-Lynn McAllister

Tech Leader, Former CMO at Ratehub and Life & Co

“Robin recently led a keynote speech at the Canadian Personal Finance Conference on how to raise money-smart kids, which was very well received by the audience. Robin summarized takeaways from her book of the same topic and gave the audience actionable advice for their families. We’d love to host Robin again and would recommend her as a financial expert!”

Amanda Bassin

CPA, CA, Managing Director, Madison MacArthur

“Robin is an amazing speaker! I’ve had the pleasure of hearing her speak many times and I am always inspired. She teaches parents how to guide their children through one of most sensitive and important topics in their lives: MONEY! Robin is incredible. ”

Nicole Edge

Business Consultant, Writer, Researcher, Educator, Mount Royal University

“Robin crafted a highly engaging and relevant keynote address at Mt Royal University to stimulate conversation about one of the long-standing challenges – gaps in gender and diversity inclusion – that prevents Canada’s accounting and finance profession from realizing its full potential and impact. The in-depth research and expertise she skillfully applied in her presentation brought a level of critical insight to the topic that deeply impacted her audience’s awareness and understanding. She was instrumental in designing the event and her experience in these kinds of learning exchanges made a significant difference to the success of the day. I appreciated her professionalism and her proactive approach to making sure the event planning was well-thought out. Without Robin’s skilled guidance and generosity in connecting with her professional network this event could not have been the success that it was. The feedback, particularly from students, was that they felt inspired and empowered – what more could you ask from a great speaker?!”

Jennifer Davies

Educator, University of Toronto, Scarborough

“As a speaker, Robin is authentic and engaging. She spoke to a group of recent and soon-to-be university graduates, and although they lack her life experience, she was able to explain her career story in a way that made them laugh, and understand her key message: that finding some of the most interesting and rewarding work you will do requires taking the risk of saying “yes” to ambiguous situations and working your way through them!”

Sean Mullin

Recruiter, Career Coach, CPA Ontario

“Thank you Robin for your keynote address at the recent University of Toronto Financial Conference. It is refreshing to have such a well-spoken and engaging speaker who represents both the accounting profession and entrepreneurial spirit. The students benefited from your advice on thinking strategically and taking risks, and caution from simply taking the first offer that comes their way. This messaging that is often understated during their transition to professional life. Thank you again for sharing your experience with us!”

Anna M

CPA Ontario Women in Action conference audience member

“Absolutely wonderful presentation with such great advice!”

Burlington CAPP Committee members

“Thank you, Robin, for presenting so much helpful information on how to teach kids of all ages to manage money wisely.”

Carrie

Branksome Hall

“Thank you very much for coming to our assembly today. I know our girls will benefit greatly from hearing your story and they will be inspired by what you have achieved!”

Rotman Commerce Women in Business

“Thank you for taking the time out of your busy day to share your advice and experiences with the delegates. We appreciated all the support ICAO and you have provided us. The delegates will definitely enjoy the book!”

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