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James Tompkins

Investment Advisor

Working together to help you achieve what truly matters to you

I help families, professionals and businesses grow, protect and transfer their assets, as well as generate income, in a tax efficient manner.  I work with a team of professionals and utilize world class research through TD Wealth Private Investment Advice to establish and maintain client's financial goals, as well as provide ideas, suggestions and alternatives that support them.  

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 am able to provide a high level of service and create customized plans that 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. 

ADDITIONAL CONTACT

Toll Free: (866) 999-0608
Fax: (705) 748-3887
Branch Office: (705) 748-2558
Branch Fax: (705) 748-3887

Helping you achieve your vision of success

We take the time to get to know you and understand your vision for the future. Our team of professionals can work with you and your family to develop an effective plan to help you make that vision a reality.

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Will 5G spark a new “super cycle” in the smartphone industry?

As countries roll out their 5G networks, smartphone makers are betting the latest 5G-enabled phones can spark an upswing in sales that generates billions of dollars for the industry. Anthony Okolie speaks with Vitali Mossounov, Global Technology Analyst, TD Asset Management on his industry outlook.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?