Who We Are – Meet the Team

Who We Are

Meet the Team

Mike and Greg Tomkins are a team of  financial advisors in Nanaimo with over 40 years of combined experience. Between the two of them they have earned both the CFP and CFA designations.

Mike Tomkins

Mike has been a financial advisor since 1986. Since then, he has been helping clients achieve their financial goals. This experience has taught him the importance of building a solid plan and to avoid making decisions based on emotions. Mike stresses the importance of having realistic goals and attainable objectives. Everyone’s financial situation is unique and their plan, investments, and insurance should reflect this.

Mike spends the majority of his spare time with his family. As a father, he believes in putting his family first and uses his financial knowledge to achieve this. With two daughters and three sons, he has planned for not only his future but theirs as well.

Mike is able to offer the following services:

> Investment, financial planning and financial advice through Tomkins Financial of Assante Capital Management Ltd.
> Life and disability insurance through Assante Estate and Insurance Services Inc.
> Tax preparation and consulting through First Choice Tax Services.

Mike Tomkins is part of the father & son team at Tomkins Financial

Greg Tomkins, CFA

Greg was born and raised in beautiful Nanaimo, British Columbia. He attended Vancouver Island University where he graduated with a Bachelor’s Degree in Business Administration. Greg also spent a year in Australia studying finance while attending Deakin University.

Continual learning is a key to success and Greg emphasizes this. After completing his degree, he has continued his education by earning the Chartered Financial Analyst (CFA) designation in August 2016.

In his spare time, Greg tries to keep active and healthy with family and friends. This includes mountain biking, surfing, tennis, golf, going to the gym, or spending the weekend at Sproat Lake.

Greg is able to offer the following services:

> Investment, financial planning and financial advice through Tomkins Financial of Assante Capital Management Ltd.
> Life and disability insurance through Assante Estate and Insurance Services Inc.
> Tax preparation and consulting through First Choice Tax Services.

Greg Tomkins, CPA, is part of the father & son team at Tomkins Financial

Tax preparation services are provided through First Choice Tax Services. First Choice Tax Services is an outside business activity that is solely responsible for tax preparation services. Although Assante is not responsible for any service or product supplied through First Choice Tax Services, Assante will monitor for conflicts of interest, and investigate any client complaints related to services offered by First Choice Tax Services.

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