Greg Tomkins
Director of Cross Border Portfolio Management
BBA, CFA®, CFP®
Email: gtomkins@mcacrossborder.com
Phone: 604-983-4811
Greg is the Director of Cross Border Portfolio Management at MCA Cross Border Advisors Inc.
Greg Tomkins is the Director of Cross Border Portfolio Management at MCA Cross Border Advisors Inc. and serves as the firm’s Lead Portfolio Manager. Holding both the Chartered Financial Analyst (CFA) and Certified Financial Planner® (CFP) designations, Greg brings over 12 years of experience in the financial services industry to his role.
Before joining MCA Cross Border Advisors, Greg honed his expertise at an independent wealth management firm in Canada, where he specialized in portfolio management and financial planning. This background has given him a strong foundation in addressing complex client needs and delivering customized financial strategies.
As the Lead Portfolio Manager at MCA Cross Border Advisors, Greg is responsible for overseeing the firm’s investment strategy and managing client portfolios. He is dedicated to ensuring that clients’ investments are aligned with their financial goals and risk tolerance, leveraging his deep knowledge of global markets and cross-border financial considerations.
Originally from Nanaimo, B.C., Greg now focuses on bringing tailored, strategic financial solutions to clients navigating the complexities of cross-border wealth management. He is committed to delivering exceptional service and fostering long-term financial success for the clients he serves.
EDUCATION
- Bachelor of Business Administration, Vancouver Island University
CERTIFICATIONS & MEMBERSHIPS
- CFA Charterholder
- Certified Financial Planner® (Canada)
Recent Articles, Media Interviews & blogs by Greg
BNN: The Street – Cross border tax planning for Canadians living in the US
CEO of MCA Cross Border Advisors Matt Altro breaks down estate tax planning, investing and capital gains changes for Canadian-Americans.
Trump vs. Harris: A Policy Comparison
Explore the implications of central banks lowering interest rates as inflation stabilizes. Learn how these changes can stimulate economic growth, the potential risks involved, and strategies to adapt your investment portfolio for a low-interest environment. Stay informed to make the most of evolving market conditions.
CROSS BORDER PROFESSIONALS
Casper Wong
Manager, Cross Border Tax
Ye Zhou
Cross Border Tax Associate
Nakeita McKnight-Monrose
Client Services & Administration Specialist
Raeline Moreau
Client Services & Operations Coordinator
