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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

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.

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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.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

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It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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