Greg Tomkins
Vice-President – Investment Services and Lead Cross Border Portfolio Manager.
BBA, CFA®, CFP®
Email: gtomkins@mcacrossborder.com
Phone: 604-983-4811
Greg Tomkins is the Vice President of Investment Services and Lead Cross Border Portfolio Manager at MCA Cross Border Advisors Inc.
Greg Tomkins is the Vice President of Investment Services and Lead Cross Border Portfolio Manager at MCA Cross Border Advisors Inc. He is also part owner of the firm. Holding both the Chartered Financial Analyst (CFA) and Certified Financial Planner® (CFP) designations, Greg brings over 13 years of experience in the financial services industry to his role.
Before joining MCA Cross Border Advisors, Greg honed his expertise as a financial advisor at an independent wealth management firm in Canada, where he specialized in portfolio management and financial planning. This background provided a strong foundation for addressing complex client needs and delivering customized financial strategies.
In his role at MCA Cross Border Advisors, Greg is responsible for overseeing the firm’s investment strategy and leading cross-border portfolio management for clients with Canadian and U.S. financial complexities. He works closely with the firm’s planning and tax teams to ensure portfolios are aligned with each client’s long-term goals, risk tolerance, and cross-border considerations.
Originally from Nanaimo, B.C., Greg focuses on delivering thoughtful, strategic investment solutions for clients navigating the challenges of cross-border wealth management. He is committed to providing disciplined portfolio management 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
Roth IRA Canada: How Roth IRAs Are Treated for Canadian Residents
For Americans planning a move north to Canada, the Roth IRA can be one of the most valuable but misunderstood cross border accounts. Many assume it automatically remains tax-free after becoming a Canadian resident. Others worry it becomes fully taxable.
Why Cross Border Investing Starts With the Financial Plan
People often spend a lot of time thinking about investment decisions before they have fully considered the financial plan that should guide those decisions. When you have financial goals, spending patterns, tax residency, and future currencies of need defined first, the investment strategy becomes clearer, more purposeful, and better suited to deliver on those goals.
Navigating the Complexity of Cross-Border Portfolio Planning
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
Nakeita McKnight-Monrose
Client Services & Operations Specialist
Raeline Moreau
Client Services & Operations Coordinator
Aisha Shafiq
Client Service & Administration Specialist
Julia Wing
Client Services & Operations Coordinator
Bryson Orth
Investment Associate
Paula Zhang
Finance & Accounting Specialist
Ye Zhou
Senior Cross Border Tax Associate
