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Team

      Specific investment recommendations are facilitated through Mike Tomkins via Assante Financial Management Ltd., a registered mutual fund dealer, or through Greg… http://nanaimofinancial.com/team/

Wealth Management

Wealth Management Wealth management consists of integrated financial, insurance, tax, and estate planning advice. Wealth management looks at your entire situation, rather than… http://nanaimofinancial.com/services/wealth-management/

Tax Consulting

Tax Consulting We all pay taxes. Our objective is to help our clients minimize their tax payable. Greg and Mike Tomkins operate First Choice Tax Services year round. They… http://nanaimofinancial.com/services/tax-consulting/

Insurance

Life Insurance Life insurance pays out a specific amount of money to a designated beneficiary in the event of the insured’s death. Life insurance comes in various forms, but the… http://nanaimofinancial.com/services/insurance/

Financial Planning

Financial Planning Creating a financial plan is the most important step in your financial well-being. It allows you to see your current situation, set your goals, and achieve… http://nanaimofinancial.com/services/financial-planning/

Services

Wealth Management Financial Planning… http://nanaimofinancial.com/services/

Contact Us

Contact our office at the following location:   Assante Financial Management Ltd. 1200 Princess Royal Avenue, Suite #1 Nanaimo, BC V9S 3Z7… http://nanaimofinancial.com/contact-us/

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