Skip to main content

James Tompkins

Investment Advisor

Working together to help you achieve what truly matters to you

Contact me
Profile Image

James Tompkins

Call AdvisorE-mail AdvisorRequest Appointment

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.

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

Lucy Ramsay




Wealth Considerations

Investment Strategies

Retirement Planning

Tax Management

Protecting Your Assets

Banking and Credit Management

Education Funding

Business Succession Planning

Charitable Giving

Passing on Your Wealth

Planning for Major Purchases

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

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

Request appointment

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.

Higher profits from most S&P500 companies do little to steady markets

With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

Link

Greying acres: A modern guide to farm succession

Passing down the family farm is not the same as passing on other family businesses: The labour and sweat of generations may turn a financial decision into an emotional one. Here are some ways to ensure your farm succession plans are planted and ready when you need them.

Link

TD Economics

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

Link

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

PDF Download

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

Link

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Link

Do you know someone who would benefit from my services?