Wendy Tompkins joined RBC Royal Bank in 1987 in Hamilton and was fortunate to be hired by the Ancaster community in 1997. As an employee of RBC for over three decades 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 transitioned from RBC Royal Bank in the Food Basics plaza to RBC Dominion Securities in 2013. This move allowed her to continue to maintain her client relationships and provide professional advice on all aspects of managing their wealth, from financial growth to helping to protect their wealth for the future. Services range from investment advice and money management to financial and estate planning.
Wendy works with a team of professionals: Wealth Advisor & Financial Planner Paul Jokel and Associates Patricia MacDonald and Emily Youngblut. Together they have partnered with Ancaster Senior’s Achievement Centre, Sackville Hill Seniors Centre, Glanbrook Community Services and Flamborough Seniors Centre in providing a complimentary Lunch & Learn program educating members of the community on various financial topics throughout the year. Wendy explains that, “educating people in the community is a passion.” 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 why Wendy loves 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.
The Lunch & Learns have been extremely well received and topics have included looking ahead at the responsibilities of being an executor, home ownership versus assisted living, wills and power of attorneys and ways to avoid financial family conflicts.
Recently Wendy met a widow who had presented physical stock certificates in her late husband’s name. Wendy was able to reach out to the appropriate companies in order to start the transfer process. At one point the client wanted to tear up the certificates as there were many arduous documents to complete over the periods of time following her husband’s passing but through Wendy’s perseverance they were re-issued in her name, cashed out and the client was $50,000 ahead.
Wendy is extremely active within the community, serving on many boards and societies including:
Ancaster Community Council Member, Ancaster Division of Hamilton Chamber of Commerce, Supporter of Ancaster Senior’s Achievement Centre (ASAC), Member of Oak Gables Golf Ladies League, Supporter of Ancaster Community Services (ACS), Glanbrook Community Services (Chair of the Board of Directors; GCS), Member of Superintendent Advisory Committee, Division 3 Hamilton-Wentworth Police Department (former Board of Director Crime Stoppers Hamilton), Supporter of Dr. Bob Kemp Hospice, Supporter of Cancer Assistance Program, CAP and the MS Society.