Reviews of Assante Capital Management Ltd. - Tomkins Financial (Financial Consultant)

1200 Princess Royal Ave Unit 1, Nanaimo, BC V9S 3Z7, Canada

Average Rating:

DESCRIPTION

We've got the feddbacks of real people who have information of the services and products of Assante Capital Management Ltd. - Tomkins Financial (Financial Consultant) in Nanaimo (Canada).

At the present this firm has a score of 5 over 5 and that score is based on 33 reviews.

As you can read, it has an average rating is very high, indeed, it reaches the best rating it can achieve., and it's founded on a very large number of scores, so we can say that the evaluation is very accurate. If many people have bothered to rate when they've done well with the service, it works.

As you know, we don't usually stop to write scores when these are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant corresponds to the category of Financial planner.

Where is Assante Capital Management Ltd. - Tomkins Financial?

REVIEWS OF Assante Capital Management Ltd. - Tomkins Financial IN Nanaimo

Geoff Denning

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.

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.

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.

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.

Andy Hatfield

Greg Tomkins has handled my families taxes for the past 5 years. Not only has he provided us with valuable wealth advice but his service and reliability is the reason we will continue to trust Greg for many more years to come!

The Liquidator

I would highly recommend Greg Tomkins of Assante Wealth 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.

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.

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.

Sharon Tomkins

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.

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.

Shanna Blanchard

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.

G H

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

Ryan Kelemen

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

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.

Cameron Antifave

Amazing service. Would definitely recommend

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.

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.

M W

Greg was very knowledgeable and welcoming.

Graeme MacPhail

I came in with the expectations of "Well he cant possibly do a worse job than I am doing" and the blew that away tenfold. Definitely reach out to Greg if you're looking for good financial advice.

Nicole Monette

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!

Jeff Singbeil

Great service. Would definitely recommend to family and friends.

Annette Warwick

I have been very satisfied with Tomkins Financial. I get extremely helpful and available and consistent 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.

C 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. Bernie & Claudette

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.

Kyle Singbeil

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.

Cola Rodvold

Heartfelt thank you to Greg. You took a call from a lady with a pension payout question. The time you shared was incredibly generous. I'd been grasping at straws to find "right" answers; did a lot of research and felt totally, totally lost, and potentially at risk of making a terrible decision with wrong advice. It was a such a privilege speaking with someone who not only knows their area of expertise insightfully and decisively well, but who also is of exceptional moral caliber; honest, to a point where it felt like my money was your money, which made me feel rich. Thank you so much again. You and your business deserve the very, very best.

Tarun Chopra

I set up the time for Greg, though the money I wanted to invest was just not even a little peice of pie, but I wanted to start in right direction. When all other financial people does not want to help you bcz the amount is so little, nobody is interested to help you out. Greg came to my rescue to guide me for my family. He was really helpful, did not even charge and his time and advice was really helpful by letting me know the direction I need to move in. Thanks Greg!!!!!!

Gavin Ramshaw

J Vawter

We have been with Assante for many years & Mike & Greg's honest & straightforward advice has been invaluable in helping us prepare for our future. They are always available to answer questions & put the needs of the client first.

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.

Business Hours of Assante Capital Management Ltd. - Tomkins Financial in Nanaimo

SUNDAY
CLOSED
MONDAY
8:30AM TO 4PM
TUESDAY
8:30AM TO 4PM
WEDNESDAY
8:30AM TO 4PM
THURSDAY
8:30AM TO 4PM
FRIDAY
8:30AM TO 4PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Assante Capital Management Ltd. - Tomkins Financial en Nanaimo
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