Greg tomkins

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Greg Tomkins is a Cross Border Portfolio Manager at MCA Cross Border Advisors Inc., holding both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP) designations. With over 12 years of experience in the financial services industry, Greg brings a wealth of knowledge and expertise to the team.

Before joining MCA Cross Border Advisors Inc., Greg worked at an independent wealth management firm in Canada, where he developed advanced skills in portfolio management and financial planning. This experience has equipped him with a deep understanding of client needs and a commitment to delivering tailored financial solutions.

Greg is also the author of a best-selling personal finance book, further underscoring his expertise and dedication to financial education. Originally from Nanaimo, B.C., Greg values both professional excellence and family life. He is married and enjoys spending time with his wife and young daughter.

In his role at MCA Cross Border Advisors Inc., Greg focuses on creating strategic, personalized financial plans that address each client’s unique circumstances. He excels in investment management, retirement planning, and comprehensive financial strategy, always striving to provide exceptional service and insightful guidance.

Recent Articles, Media Interviews & blogs by Greg