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Get more insight into wealth management and financial planning from Tomkins Financial.

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Retirement plans changing? Evaluate and pivot
News Retirement plans changing? Evaluate and pivot It’s always helpful to have a retirement date in mind and imagine how you want to spend your retirement years. But there can be turns in the road. Situations may arise that cause…
Couple reviewing with financial advisor
RRSP vs. TFSA: Did you ever have to make up your mind?
News RRSP Vs. TFSA: Did you ever have to make up your mind? If you make your maximum allowable contributions each year to your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA), you won’t face the often difficult…
Financial Planning for Investment Strategies with Tomkins Financial
ETFs or Mutual Funds
News ETFs or Mutual Funds Why should you include ETFs in your portfolio? Mutual funds are a great way to invest your savings. Wait, what if I told you that over 85% of mutual funds underperformed ETFs over a 10…
Tomkins Financial can help with the financial planning for inheritance
What to look for when choosing a financial advisor
News What to Look for When Choosing a Financial Advisor 1. Financial Plans: A good financial advisor prepares a detailed financial plan and uses it as the foundation of your relationship. The financial plan guides your financial advisor on how…

If you’re ready to stop dreaming and start working towards your financial goals, contact our Nanaimo team to arrange a discovery meeting today.