Assante Capital Management Ltd.. Tomkins Financial is a financial planning firm in Nanaimo. Mike and Greg Tomkins are financial advisors with the firm. They have over 40 years of combined experience in the financial industry. Assante Capital Management Ltd. . Tomkins Financial works with families, divorcees, retirees, young professionals and business owners. Their ultimate goal of wealth management is to create a unique financial plan for you and your family. The firm will work with you to create an integrated financial plan that includes maximizes your investment returns. Assante Capital Management Ltd.. Tomkins Financial offers free consultations to clients.
Best Financial Services in Nanaimo
Expert recommended Top 3 Financial Services in Nanaimo, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
ASSANTE CAPITAL MANAGEMENT LTD. - TOMKINS FINANCIAL REVIEWS
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 insurance, and my retirement plan. I know it's tough to find someone you can trust in the financial services industry, but Greg and Mike are truly trustworthy professionals.
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 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 calibre; honest, to a point where it felt like my money was your money, which made me feel rich. Thank you so much again. You and your business deserve the very, very best.
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 straightforward 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.
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Rockmoor Wealth Management specializes in providing high-net-worth personal and corporate planning solutions. The firm has acquired decades of experience in providing quality financial advice. The team works with a small number of privileged clients who benefit from their experienced wealth management specialists. At Rockmoor Wealth Management, they work with their clients to identify financial services options based on their specific needs. They pride themselves on the quality of the wealth management services to their discerning clients, from families to business owners. They are highly experienced in creating close and trusted partnerships with clients and delivering innovative solutions with their professional qualifications. Contact them to book a meeting.
Specialty:
Disability and Critical Illness Insurance, Investment, Legacy, Estate, Succession/Exit, Tax and Financial Planning, Risk and Cash Management, Savings and Debt, Stocks, Bonds, Non-Registered Investments, Registered Retirement Savings Plans, Estate Equalization, Tax-Free Savings Account & Individual Pension Plan
Contact:
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
Sat & Sun: Closed
TBR® Inspection Report:
ROCKMOOR WEALTH MANAGEMENT REVIEWS
I recently had the opportunity to collaborate with David from Rockmoor Wealth Management. Both David and Terry attended the initial client meeting and patiently explained their approach to my clients. Their knowledge and client-first approach were welcomed and appreciated. My clients are excited to have a clear path forward while they work to obtain their retirement goals. I look forward to the opportunity to work with David and Terry again in the future!
David & the Team at Rockmoor have been phenomenal for myself and our family with all of our insurance needs and financial advice. Within minutes of meeting David the first time, he taught us key points about annual insurance payments saving us more than 8-12% interest that we had no idea about from a previous advisor for 10yrs. Very knowledgeable, professional & truly wants what's best for his clients.
Dave and the group at Rockmoor are amazing at what they do. You won't regret getting in touch with them.
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BPF Wealth Ltd. is one of the well-known financial services firms in Nanaimo. The firm is staffed with a team that embodies a specialized and highly intuitive perspective. BPF Wealth Ltd. works with corporations, business owners, professionals and individuals to help reduce tax, manage risk and maximize net worth. Their comprehensive planning process establishes the client's priorities and implements strategies to meet their goals. Every client portfolio is uniquely tailored to reflect their individual tolerances, objectives and preferences. The firm is free to recommend whatever investment vehicles to its clients. BPF Wealth Ltd. also serves in Duncan.
Specialty:
Wealth Enhancement Strategies, Defensive, Tax and Estate Planning, Corporate Planning and Structuring, Succession, Farm Transfer and Retirement Planning, Private Health Services Plan, Risk Management, Life, Critical Illness & Disability Insurance
Contact:
Working Hours:
Mon-Sat: 8am - 5pm
Sun: Closed
Sun: Closed
TBR® Inspection Report:
BPF WEALTH LTD. REVIEWS
im thinking im like a lot of Canadians we go thru our working lives saving what we can , usually to RRSP's then. we get to the retirement stage & think, can I outlive my savings? will I have anything to pass on? Hans & Anne-Marie did an assessment & are balancing my needs extremely well in these difficult times. that & as far as I can see they do it not by cutting open a goat & looking at the entrails, but by ongoing research. am recommending them highly.
I first wandered into this office just over ten years ago new to the City. They have been amazing in patience with someone who really doesn't understand the intricacies of investment markets. They have also given solid advice and the returns on the investments have been proof. Highly recommend Anne-Marie and her team.
Hans is very knowledgeable. He is patient and has done an excellent job taking the time to explain things to me as I am new to investing. He responds promptly to emails and seems to genuinely care about my investment success. I highly recommend Hans and the rest of the BPF team!
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