Assante Capital Management Ltd. - Tomkins Financial

Name: Assante Capital Management Ltd. - Tomkins Financial
Address: 1200 Princess Royal Ave Unit 1, Nanaimo, BC V9S 3Z7, Canada, S, Canada

5/5 ★ based on 8 reviews

Contact Assante Capital Management Ltd. - Tomkins Financial

Address :	1200 Princess Royal Ave Unit 1, Nanaimo, BC V9S 3Z7, Canada
Phone :	📞 +77777
Website :	https://tomkinsfinancial.com/
Categories :	Financial institution , Life insurance agency , Financial planner , Investment service , Investment company ,
City :	S

1200 Princess Royal Ave Unit 1, Nanaimo, BC V9S 3Z7, Canada

Best Financial planner in Canada

B	Binda Thind on Google ★ ★ ★ ★ ★ 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.
N	Nicole Monette on Google ★ ★ ★ ★ ★ 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!
M	Mike Southwell on Google ★ ★ ★ ★ ★ Our family has been using the retirement planning and insurance services Greg and Mike offer via Assante Capital Management for several years. We've reached out to Greg and Mike on many occasions and have always received exceptional guidance and support. I strongly recommend their services.
T	Tarun Chopra on Google ★ ★ ★ ★ ★ 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!!!!!!
C	Cola Rodvold on Google ★ ★ ★ ★ ★ 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 and your business deserve the very, very best.
T	The Liquidator on Google ★ ★ ★ ★ ★ I would highly recommend Greg Tomkins of Assante Wealth Management to anyone who is looking for help with financial planning. Greg’s vast knowledge and professional advice have enabled me to see the big picture regarding what I need to do to achieve my financial goals.
G	Geoff Denning on Google ★ ★ ★ ★ ★ 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.
K	Kyle Singbeil on Google ★ ★ ★ ★ ★ 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.