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Contact Mike or Greg for a free consultation today 250-753-7777.

Discovery

We want to get to know you, and for you to get to know us. We build our relationships based on a thorough financial review and understanding of your goals. We will help you prioritize your goals, and provide attainable solutions.

Planning

Once we have a good understanding of your financial objectives, the next step is to put together an achievable plan. We are here to help guide you each step of the way. We can help you no matter what stage of life you are in. From early savings, to retirement; we will be there for you.

Implementation

The final step in the strategic plan is implementation. We will provide the necessary financial vehicles and insurance products. You can count on our expert advice to help you make informed financial decisions.
Mike & Greg Tomkins

Financial
Advisors in
Nanaimo

Mike and Greg Tomkins are financial advisors in Nanaimo with Assante Capital Management Ltd., a member of the Canadian Investor Protection Fund and are 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:

30+ YEARS

Of Financial Advice

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 more than 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.

Kristen Bounds


Greg was very knowledgeable, friendly and professional, and gave me some useful advice and tips. He went above and beyond to research and give me a step-by-step plan, making it easy to follow and understand. I'd recommend him and Assante to anyone.

Tomkins Financial
5
2019-12-12T20:41:13+00:00

Greg was very knowledgeable, friendly and professional, and gave me some useful advice and tips. He went above and beyond to research and give me a step-by-step plan, making it easy to follow and understand. I'd recommend him and Assante to anyone.

Nicole Monette


My experiences with Greg have been positive. He is very knowledgeable and if he doesn't know the answer he will research. Greg has helped me with a lot 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 knows your portfolio. Give this business a try, you have nothing to lose!

Tomkins Financial
5
2019-12-12T20:42:03+00:00

My experiences with Greg have been positive. He is very knowledgeable and if he doesn't know the answer he will research. Greg has helped me with a lot 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 knows your portfolio. Give this business a try, you have nothing to lose!

Denis Durand


Highly recommended. Greg is amazing, makes investing simple. He breaks down all the options to make sure I’m as informed as possible. I’ve trusted them for years and have received great service and positive results.

Tomkins Financial
5
2019-12-12T20:42:28+00:00

Highly recommended. Greg is amazing, makes investing simple. He breaks down all the options to make sure I’m as informed as possible. I’ve trusted them for years and have received great service and positive results.

Bernie & Claudette Biron


We started working with Mike 15 years ago putting a financial retirement plan together for both of us. Our goal was to retire and not have to worry about having the funds to do what we wanted. During the years both Mike and Greg have guided and kept us on our goal. Today we are both retired living the dream and want to say thank you Assante team for all the help achieving our goal. Thanks for your reliable service.

Tomkins Financial
5
2019-12-12T20:43:14+00:00

We started working with Mike 15 years ago putting a financial retirement plan together for both of us. Our goal was to retire and not have to worry about having the funds to do what we wanted. During the years both Mike and Greg have guided and kept us on our goal. Today we are both retired living the dream and want to say thank you Assante team for all the help achieving our goal. Thanks for your reliable service.

Binda Thind


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.

Tomkins Financial
5
2019-12-12T21:14:34+00:00

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.

Jim Vawter


My wife and I have trusted our financial future with Mike for many years and have always been happy with all aspects of the service offered. With his son Greg joining the company in the past few years we find that they compliment each other perfectly and we are happy to highly recommend them.

Tomkins Financial
5
2019-12-12T21:15:36+00:00

My wife and I have trusted our financial future with Mike for many years and have always been happy with all aspects of the service offered. With his son Greg joining the company in the past few years we find that they compliment each other perfectly and we are happy to highly recommend them.

Laura Laidlaw


We have always had a great experience at Assante. There is never pressure to do anything we aren’t comfortable with. They listen to your goals, take the time to explain everything, and we always leave feeling confident.

Tomkins Financial
5
2019-12-12T21:16:08+00:00

We have always had a great experience at Assante. There is never pressure to do anything we aren’t comfortable with. They listen to your goals, take the time to explain everything, and we always leave feeling confident.

Meghan Carver


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.

Tomkins Financial
5
2019-12-12T21:16:39+00:00

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.

Myra Barnes


We have always been very happy with the services we received from Mike and Greg. We have been with them for over twenty years and highly recommend their services.

Tomkins Financial
5
2019-12-12T21:17:07+00:00

We have always been very happy with the services we received from Mike and Greg. We have been with them for over twenty years and highly recommend their services.

Jesse Shiels


Greg at Assante Capital was extremely helpful, professional and efficient on all fronts when it came to my financial needs. I felt comfortable and in good hands throughout the entire process. I highly recommend Assante Capital for any form of financial management.

Tomkins Financial
5
2019-12-12T21:17:33+00:00

Greg at Assante Capital was extremely helpful, professional and efficient on all fronts when it came to my financial needs. I felt comfortable and in good hands throughout the entire process. I highly recommend Assante Capital for any form of financial management.

Cameron Antifave


Amazing service. Would definitely recommend.

Tomkins Financial
5
2019-12-12T21:17:59+00:00

Amazing service. Would definitely recommend.

Julia Adel


Greg and Mike have been very helpful in making sure our family's finances are taken care of. From helping with college savings for our children, to making sure we have the insurance our family needs. Always there when we need them. We didnt realize what was available to us financially and now are able to take advantage of those opportunities thanks to the expert guidance we have had here.

Tomkins Financial
5
2019-12-12T21:18:25+00:00

Greg and Mike have been very helpful in making sure our family's finances are taken care of. From helping with college savings for our children, to making sure we have the insurance our family needs. Always there when we need them. We didnt realize what was available to us financially and now are able to take advantage of those opportunities thanks to the expert guidance we have had here.

Jolene


Greg Tomkins will go above and beyond for you. Knowledgeable, friendly, efficient and thorough. He put together a comprehensive financial plan for our family, guiding us through and answering our questions every step of the way. I would highly recommend Assante to all of my friends and family.

Tomkins Financial
5
2019-12-12T21:18:58+00:00

Greg Tomkins will go above and beyond for you. Knowledgeable, friendly, efficient and thorough. He put together a comprehensive financial plan for our family, guiding us through and answering our questions every step of the way. I would highly recommend Assante to all of my friends and family.

Mike Southwell


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.

Tomkins Financial
5
2019-12-12T21:19:40+00:00

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.

Vlad Heger


Assante has been helping me with my taxes and advising me on my financial affairs for over 5 years. I couldn't be happier with the level of personal attention I get from the whole team. Thanks for the great service.

Tomkins Financial
5
2019-12-12T21:20:28+00:00

Assante has been helping me with my taxes and advising me on my financial affairs for over 5 years. I couldn't be happier with the level of personal attention I get from the whole team. Thanks for the great service.

Judy Southwell


Greg's knowledgeable assistance resulted in the efficient handling of an insurance matter. His follow up to ensure things had been resolved was also thoughtful and appreciated.

Tomkins Financial
5
2019-12-12T21:21:11+00:00

Greg's knowledgeable assistance resulted in the efficient handling of an insurance matter. His follow up to ensure things had been resolved was also thoughtful and appreciated.

Kevin S.


Assante Financial is absolutely wonderful to deal with and always very impressed in the level of service and expertise that is offered. Thank you very much Greg Tomkins for your continued service over the years.

Tomkins Financial
5
2019-12-12T21:21:46+00:00

Assante Financial is absolutely wonderful to deal with and always very impressed in the level of service and expertise that is offered. Thank you very much Greg Tomkins for your continued service over the years.

Greg Halliday


I've been dealing with Mike and Greg for several years. They are both extremely knowledgeable and reliable. I highly recommend their services!

Tomkins Financial
5
2019-12-12T21:22:20+00:00

I've been dealing with Mike and Greg for several years. They are both extremely knowledgeable and reliable. I highly recommend their services!

Jeff Singbeil


Great service. Would definitely recommend to family and friends.

Tomkins Financial
5
2019-12-12T21:22:54+00:00

Great service. Would definitely recommend to family and friends.

Ryan Kelemen


Provided me with helpful advice over the years. Always recommend to family and friends.

Tomkins Financial
5
2019-12-12T21:23:20+00:00

Provided me with helpful advice over the years. Always recommend to family and friends.

5
20
Tomkins Financial

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.

Friendly Advice from our Family to Yours.

Contact us today!