James Tompkins
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I help families, professionals and businesses grow, protect and transfer their assets, as well as generate income, in a tax efficient manner.
I believe the only way to manage the unpredictable is to stay connected with clients. I take a disciplined approach to supporting clients by conducting regular investment plan reviews, hosting special educational events and providing information that helps clients reduce their risk, and position them well for success in the future.
Having worked with TD, an organization that prioritizes the customer experience and financial strength, over the past eighteen years I have had the opportunity to work closely with businesses and professionals, as well as supporting individual’s transition from employment into the next chapter of their lives. I let clients know if they are on track to meet their financial goals, how their investments are allocated, and where their income will come from when needed.
By taking the time to understand clients, and those whom they support and depend on, I strive to provide a high level of service and create customized plans that are designed to include such wealth considerations as protecting assets, retirement planning, transitioning wealth, tax management and investment strategies.
Whether you are looking for advice or a review of your current wealth plans contact me today to start a conversation.
Certificates
PFP®
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
TD Cowen: Three stocks that could benefit from a Canadian soft landing
Article
TD Cowen: Three stocks that could benefit from a Canadian soft landing
With Canada’s economy widely expected to experience a soft landing, TD Cowen has released a report highlighting its investment strategy for the Canadian equity market. MoneyTalk’s Kim Parlee speaks with Andre-Philippe Hardy, Head of Canadian Research at TD Securities and Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD Securities, about potential economic headwinds and tailwinds and which stocks may benefit.
Can I transfer funds tax-free from my RRIF to a TFSA?
Article
Can I transfer funds tax-free from my RRIF to a TFSA?
Thinking of transferring funds from your Registered Retirement Income Fund to your Tax-Free Savings Account? A direct transfer isn’t tax-free, but there may be some options to consider. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to explain.
Trump’s potential longer-term impact on the financial world
Article
Trump’s potential longer-term impact on the financial world
Donald Trump’s presidency may have wide-ranging impacts on the economy and markets. MoneyTalk’s Greg Bonnell discusses with David Sykes, Chief Investment Office, TD Asset Management and TD Chief Economist Beata Caranci.