We want to get to know you, and for you to get to know us. We build our relationships based on a thorough financial review and understanding of your goals. We will help you prioritize your goals, and provide attainable solutions. Once we have a good understanding of your financial objectives, the next step is to put together an achievable plan.
We are here to help guide you each step of the way. We can help you no matter what stage of life you are in. From early savings, to retirement; we will be there for you. Mike and Greg Tomkins are financial advisors in Nanaimo with Assante Capital Management Ltd., a member of the Canadian Investor Protection Fund and are registered with the Investment Industry Regulatory Organization of Canada.
We are here to help guide you each step of the way. We can help you no matter what stage of life you are in. From early savings, to retirement; we will be there for you. Mike and Greg Tomkins are financial advisors in Nanaimo with Assante Capital Management Ltd., a member of the Canadian Investor Protection Fund and are registered with the Investment Industry Regulatory Organization of Canada.
Services
Mike and Greg Tomkins are a team of financial advisors in Nanaimo with over 40 years of combined experience. Between the two of them they have earned both the CFP and CFA designations. Mike has been a financial advisor since 1986. Since then, he has been helping clients achieve their financial goals.
The ultimate goal of wealth management is to create a unique financial plan for you and your family. Wealth management consists of integrated financial, insurance, tax, and estate planning advice. Wealth management looks at your entire situation, rather than the individual pieces. The ultimate goal of wealth management is to create a unique financial plan for you and your family, which will allow you to achieve your financial objectives.
A good financial plan is a road map that shows us exactly how the choices we make today will affect our future. Financial advisor fees and commissions can have a huge impact on the overall rate of return you can expect from your investments. We pride ourselves on offering among the lowest, if not the lowest fee structures for full service financial advisors.
A list of the financial plans that can be tailored to your personal needs at Tomkins Financial. If you are one of the thousands of individuals in Canada without a financial plan, then we want to offer you a one-on-one consultation for free. One of the most important and overlooked portions of your personal finances is a financial plan and the vast majority of Canadians do not have one in place.
At Assante Wealth Management, we have the experience needed to get the coverage you need. We will help answer your questions and determine the necessary coverage within your budget. Life insurance pays out a specific amount of money to a designated beneficiary in the event of the insured's death. We believe in using proper life insurance coverage to provide peace of mind for you and your family.
Reviews (10)
Kyle Singbeil
Dec 22, 2021
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I've been working with Greg for several years now, and he's always provided excellent service. I'm a corporate accountant in Nanaimo, and any time I have an investment or personal finance related question for myself or my clients, he's been able to provide straight forward advice, explaining complicated topics in a manner easy to understand. I'd highly recommend going to see Greg if you're looking for a new financial planner.
The Liquidator
Sep 02, 2021
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Geoff Denning
Jul 29, 2021
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After dealing with a financial advisor at a large investment firm for many years, I realized that they didn't have my best interests at heart and were only interested in short-term profits. Greg and Mike Tomkins are those rare professionals who believe in ethics over profits, and putting their customer's best interests first for long-term loyalty. Greg is always easy to reach by phone, and spent many hours reviewing my financial situation and explaining his recommendations in a way that I could understand. I now feel much more comfortable with the state of my investments, my life and disability
Cola Rodvold
Jun 30, 2021
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Heartfelt thank you to Greg. You took a call from a lady with a pension payout question. The time you shared was incredibly generous. I'd been grasping at straws to find "right" answers; did a lot of research and felt totally, totally lost, and potentially at risk of making a terrible decision with wrong advice.
It was a such a privilege speaking with someone who not only knows their area of expertise insightfully and decisively well, but who also is of exceptional moral caliber; honest, to a point where it felt like my money was your money, which made me feel rich. Thank you so much again. You
It was a such a privilege speaking with someone who not only knows their area of expertise insightfully and decisively well, but who also is of exceptional moral caliber; honest, to a point where it felt like my money was your money, which made me feel rich. Thank you so much again. You
Tarun Chopra
Apr 13, 2021
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I set up the time for Greg, though the money I wanted to invest was just not even a little peice of pie, but I wanted to start in right direction. When all other financial people does not want to help you bcz the amount is so little, nobody is interested to help you out. Greg came to my rescue to guide me for my family. He was really helpful, did not even charge and his time and advice was really helpful by letting me know the direction I need to move in.
Thanks Greg!!!!!!
Thanks Greg!!!!!!
Nicole Monette
Dec 01, 2019
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My experiences with Greg have been positive. He is very knowledgeable and if he doesnt know the answer he will research. Greg has helped me with alot of financial advice that I wasn't aware of. It has made a lot of difference. I highly recommend this business. Greg also does taxes which is a great help as it's nice to do business with someone who know your portfolio. Give this business a try, you have nothing to lose!
Binda Thind
Jan 22, 2019
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This is a great place to seek quality financial advice that is tailored your own situation. I have been going to see Greg Tomkins for advice and Financial planning for many years, basically as long as I can remember. The service is great and I appreciate the time and effort he dedicates to making sure I know all of my options and also encourages me to bring speak about my ideas. I appreciate the value added service and I’ve also encouraged my parents to come and see him about their retirement planning.
Mike Southwell
Jan 11, 2019
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Jim Vawter
Nov 16, 2018
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C. Biron
Sep 24, 2018
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We started working with Mike 15 years ago putting a financial retirement plan together for both of us. Our goal was to retire and not have to worry about having the funds to do what we wanted. During the years both Mike and Greg have guided and kept us on our goal. Today we are both retired living the dream and want to say thank you Assante team for all the help achieving our goal. Thanks for your reliable service.
Bernie & Claudette
Bernie & Claudette
