Julia Wing's Colleagues at Tomkins Financial
Julia Wing's Contact Details
2507537777
British Columbia,Canada
Tomkins Financial
Julia Wing's Company Details
Mike and Greg are financial advisors operating in beautiful Nanaimo British Columbia. They have combined experience of over 40 years, have earned both the CFA and CFP designations.This is a family run business, with all the financial support of a multinational firm in CI Assante Wealth Management.Tomkins Financial specializes in helping members of our community with goals based financial planning. We help people determine what their goals are, build a plan to achieve those goals, create a custom investment portoflio to reach those goals, and provide support until those goals have all been completed. Once your primary goals have been looked after, we offer estate planning to make sure your final wishes and your family is looked after.We offer a full wealth management platform, from taxes, insurance, investments, & financial planning. Assante Capital Management Ltd. ("ACM") is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. Insurance products and services are provided through Assante Estate and Insurance Services Inc.Please visit www.assante.com/legal for important legal and regulatory disclosures.