Assante Wealth Management consists of two dealers, Assante Financial Management Ltd. and Assante Capital Management Ltd. Mike Tomkins is an advisor with Assante Financial Management Ltd., a member of the Mutual Fund Dealers Association of Canada. Greg Tomkins is an advisor with Assante Capital Management Ltd., a member of the Canadian Investor Protection Fund and is registered with the Investment Industry Regulatory Organization of Canada.
Founded in 1995, Assante Wealth Management has a long history of providing complete wealth management solutions to meet the needs and goals of Canadian families and businesses. We believe in looking at your life as a whole rather than just the individual components. This includes, but is not limited to:
- Financial planning.
- Investment advice.
- Tax consulting.
- Life & Disability insurance.*
- Estate planning.
- Starting to save.
- Saving for a child's education.
- Planning for retirement.
- Pension advice.
- Severance packages.
- Reorganizing after divorce.
We are a father/son team and you can count on us being here when you need us. We have been providing Nanaimo and the surrounding communities with financial advice for close to 30 years. Our aim is to continue providing that advice for at least another 30 years. Nanaimo is a tight-knit community; we have survived and will continue to survive by continuing to provide exceptional service to our clients.
Our practice is only as strong as the relationships we create with our clients. Over 90% of our new clientele comes from client referrals. We want you to feel confident in asking us anything, even if it isn't related to finance. We are here to give you advice that you can count on.
Get the professionals working for you. Contact Mike or Greg for a free consultation today (250) 753-7777.
*Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tomkins Financial is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Mike Tomkins must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Although Assante is not responsible for any service or product supplied through Tomkins Financial, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by Tomkins Financial.