Our Process
Connect with our Nanaimo team at Tomkins Financial to get started today.
1. Get in touch with our financial advisors
Call or send a quick email to our Nanaimo office to introduce yourself and let us know what your goals are. From there, a member of our wealth management team will meet with you to learn more about your financial objectives. Whether it’s paying off your mortgage at 40, ensuring a comfortable retirement, or building up a nest egg for your grandchildren — whatever your stage of life, our financial advisors can help make your financial dreams a reality.
![Get in touch with our investment advisors at Tomkins Financial](http://client5.bettermousetrap.ca/wp-content/uploads/2019/11/tomkins-financial-assante-wealth-management-our-process-get-in-touch-1024x756.jpg)
2. Meet with a financial advisor in our Nanaimo office
At Tomkins Financial, we want to be your trusted financial advisors and build a long-term relationship, so this casual first meeting will be about getting to know you and what makes you tick. After our discovery meeting, we’ll research all available data to design a personalized plan tailored to your specific financial goals.
![Visit with a Tomkins Financial advisor in our Nanaimo office](http://client5.bettermousetrap.ca/wp-content/uploads/2019/11/tomkins-financial-assante-wealth-management-our-process-visit-with-financial-advisor-1024x756.jpg)
3. Put your personalized financial plan into action
If you like the idea of what we’ve discovered and created, we can go over our recommendations and all the specifics in a secondary meeting. You’ll know exactly what to expect with clearly outlined recommendations, our simple fee structure, and a conversation free of confusing shop talk. Once you‘re completely comfortable and ready to officially dot the t’s and cross the i’s, we’ll get started building your bridge to financial freedom.
![Put your personalized financial plan into action with Tomkins Financial](http://client5.bettermousetrap.ca/wp-content/uploads/2019/11/tomkins-financial-assante-wealth-management-our-process-financial-plan-in-action-1024x756.jpg)