Assante Capital Management Ltd. - Tomkins Financial 1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7

Assante Capital Management Ltd. - Tomkins Financial





47 Reviews
  • Thursday8:30 am–4 pm
  • Friday8:30 am–4 pm
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 am–4 pm
  • Tuesday8:30 am–4 pm
  • Wednesday8:30 am–4 pm




Assante Capital Management Ltd. - Tomkins Financial 1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7




About the Business

Home - Tomkins Financial | We have been helping clients for over 30 years with financial advice, financial plans, and more. Contact us for a free consultation.

Contacts

Call Us
+12507537777
1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7

Hours

  • Thursday8:30 am–4 pm
  • Friday8:30 am–4 pm
  • SaturdayClosed
  • SundayClosed
  • Monday8:30 am–4 pm
  • Tuesday8:30 am–4 pm
  • Wednesday8:30 am–4 pm

Features

  • Wheelchair-accessible parking lot
  • Wheelchair-accessible entrance
  • LGBTQ+ friendly
  • Wheelchair-accessible washroom
  • Washroom
  • Gender-neutral washroom




Recommended Reviews

Good Dog Nigel
13.10.2023
Assante Capital Management Ltd. - Tomkins Financial
I would highly recommend Greg Tomkins of AssanteWealth 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.
Kyle Singbeil
25.09.2023
Assante Capital Management Ltd. - Tomkins Financial
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.
Nicole Monette
21.09.2023
Assante Capital Management Ltd. - Tomkins Financial
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!
Erin Boettcher
26.08.2023
Assante Capital Management Ltd. - Tomkins Financial
Greg has been an amazing help through out the last four years. I wouldn’t know what to do with out his insight. Always very professional and easy to get a hold of! Highly recommend!
cayla boettcher
18.08.2023
Assante Capital Management Ltd. - Tomkins Financial
I would highly recommend Greg to any of my family or friends. He supported us with some estate accounting. This was a challenging and confusing time for our family and he was beyond supportive, knowledgable and efficient. He went above and beyond for our family and I can't say enough about how much our family appreciated him.
Binda Thind
06.08.2023
Assante Capital Management Ltd. - Tomkins Financial
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.
Jay Huggins
25.07.2023
Assante Capital Management Ltd. - Tomkins Financial
Greg has been a super helpful resource! I use a lot of the strategies in his book Simple Money" to create my own financial plan. I would highly recommend Greg to anyone."
Meghan Tomkins
23.07.2023
Assante Capital Management Ltd. - Tomkins Financial
Greg has done an outstanding job for me and my families finances over the years. He goes above and beyond making the whole experience enjoyable. Would highly recommend Greg and his team to friends.
Mike Southwell
23.07.2023
Assante Capital Management Ltd. - Tomkins Financial
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.
Geoff Denning
20.07.2023
Assante Capital Management Ltd. - Tomkins Financial
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.

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1200 Princess Royal Ave #1, Nanaimo, BC V9S 3Z7
Assante Capital Management Ltd. - Tomkins Financial