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Mike Tomkins - Nanaimo Financial

Mike Tomkins

Mike has been a financial advisor since 1986. Since then, he has been helping clients achieve their financial goals. This experience has taught him the importance of building a solid plan and to avoid making decisions based on emotions. Mike stresses the importance of having realistic goals and attainable objectives. Everyone’s financial situation is unique and their plan, investments, and insurance should reflect this.

Mike spends the majority of his spare time with his family. As a father, he believes in putting his family first and uses his financial knowledge to achieve this. With two daughters and three sons, he has planned for not only his future, but theirs as well.

Mike is able to offer the following services:

  • Investment and financial advice through Assante Financial Management Ltd.
  • Financial planning through Tomkins Financial.
  • Life and disability insurance through Assante Estate and Insurance Services Inc.
  • Tax preparation and consulting through First Choice Tax Services.

 


 

Greg Tomkins - Nanaimo Financial

Greg Tomkins, CFA

Greg was born and raised in beautiful Nanaimo, British Columbia. He attended Vancouver Island University where he graduated with a Bachelor’s Degree in Business Administration. Greg also spent a year in Australia studying finance while attending Deakin University.

Continual learning is a key to success and Greg emphasizes this. After completing his degree, he has continued his education by earning the Chartered Financial Analyst (CFA) designation in August 2016.

In his spare time, Greg tries to keep active and healthy with family and friends. This includes mountain biking, surfing, tennis, golf, going to the gym, or spending the weekend at Sproat Lake.

Greg is able to offer the following services:

  • Investment and financial advice through Assante Capital Management Ltd.
  • Life and disability insurance through Assante Estate and Insurance Services Inc.
  • Tax preparation and consulting through First Choice Tax Services.

 

Specific investment recommendations are facilitated through Mike Tomkins via Assante Financial Management Ltd., a registered mutual fund dealer, or through Greg Tomkins via Assante Capital Management Ltd., a registered investment dealer. Mike Tomkins provides financial planning services through Tomkins Financial. Greg Tomkins provides financial planning services through Assante Capital Management Ltd. Tax preparation services are provided through First Choice Tax Services. Both Tomkins Financial and First Choice Tax Services are outside business activities that are solely responsible for financial planning and tax preparation services, respectively. Although Assante is not responsible for any service or product supplied through Tomkins Financial and First Choice Tax Services, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Tomkins Financial and First Choice Tax Services.