Wendy Tompkins joined RBC Royal Bank in 1987 in Hamilton and has worked in the Ancaster community for over 25 years! Wendy’s community involvement has always been a priority for her, personally and professionally. As an Investment Advisor & Financial Planner she always puts the client’s best interests, values and beliefs first. Wendy provides professional advice on all aspects of managing clients wealth. Services range from investment advice and money management to retirement and estate planning!
Wendy works with the Jokel Tompkins Wealth Management group and has partnered with many organizations in the community to educate individuals young and older around all areas of finance. She has ran successful lunch & learn events at the Ancaster Senior Achievement Centre, Sackville Hill Seniors Centre, Glanbrook Community Services and Flam borough Senior’s Centre. She has presented to many church organizations as well as the Dr. Bob Kemp Hospice on various topics including will & estate planning.
Her team specializes in pre-retirees and retirees preparing for the changes that occur at various stages of their lives. Should you take CPP at age 60? Or, should you delay and take it at age 70? This is what Wendy likes most about her career with RBC, as there are no two families alike, who will agree on what the answer should be. Wendy does truly focus on a Personalized strategy for every family.
Wendy is extremely active in the community, serving on many boards and societies including:
Ancaster Division of Hamilton Chamber of Commerce, Supporter/Member of Ancaster Senior Achievement Centre (ASAC), Member of Oak Gables Golf Ladies League, Supporter of Ancaster Community Services (ACS), Glanbrook Community Services (GCS) Former Board of Directors Chair, Former member of Superintendent Advisory Committee, Division 3 Hamilton-Wentworth Police Department, Former Board of Directors Crime Stoppers Hamilton, Supporter of Dr. Bob Kemp Hospice, Supporter of Cancer Assistance Program (CAP) and the MS Society.