Building Family Legacies

Johnathan Pollock is the Managing Partner at Thompson & Pollock Wealth Inc, an independent firm in Durham Region serving clients across Ontario and New Brunswick. He has been self-employed for over 15 years and loves supporting business owners. He grew up surrounded by entrepreneurs and has seen the highest highs and the lowest lows of what business ownership truly is. He has made it his mission to use tailored financial planning strategies to help protect his clients from the lows and get them to the highs as soon as possible.

He believes in working with a team of experts that truly understand how to support a business owner from start-up to large corporation. Johnathan and his team excel at using advanced insurance and investing strategies, and pride themselves on having go-to experts for their clients in succession and estate planning, business planning, accounting, investments, insurance, and legal needs.

Johnathan practices what he preaches by owning investment properties in addition to his own financial plan. He lives in Durham Region with his wife, young son, daughter and their black Labrador retriever. He enjoys boating, golfing, snowboarding and mountain biking — and used to DJ in a past life!

Read his Amazon Best-Selling book — The Entrepreneur's Toolkit: A Practical and Holistic Guide to Start and Grow Your Business.

With over 15 years in the industry, Noel brings a tremendous amount of experience and background helping clients with their insurance needs. He now leads as our Office Manager, ensuring that every client has an amazing experience and is well taken care of, with their coverage structured to protect what matters most.

John Paul (JP) has spent his 25-year career in the financial industry at three globally recognized industry leaders: TD Bank Financial Group, Fidelity Investments and Canada Life.

JP's consultancy practice continues to assist clients, business owners and financial firms by working directly on customized integrative investment plans. His in-depth analysis and client-focused approach leads to the creation of tailored, innovative wealth and estate plans.

JP is a Chartered Investment Manager (CIM), Qualified Associate Financial Planner (QAFP), and holds the CSC & PHC from the Canadian Securities Institute. He is Life Licensed through the LLQP, holds a Bachelor of Arts in Political Science from Concordia University, and has earned an MBA from the Rotman School of Management, University of Toronto.

Before entering financial planning, Val was a professional offensive lineman in the Canadian Football League. Over a remarkable 14-season career, he played for the Hamilton Tiger-Cats, Edmonton Eskimos, Ottawa Renegades, Winnipeg Blue Bombers, and Saskatchewan Roughriders — a multiple-time Division All-Star.

Just as he defended quarterbacks on the field, Val now defends our clients' financial futures. He excels in identifying opportunities for wealth growth and is steadfast in guiding families and businesses through intricate financial landscapes.

With Val on your side, you've got an all-star in your corner — both on and off the field.

Stephanie is your go-to expert for high-level life insurance solutions. With a focus on high net worth individuals, she specializes in crafting tailored insurance plans that not only protect assets but enhance overall net worth and minimize taxation.

Since 2007, Stephanie has been a steadfast presence with Canada Life and its predecessor, Great-West Life. That's over a decade and a half of experience navigating large life insurance cases.

When you work with Stephanie, you're not just getting a consultant — you're gaining a financial ally committed to enhancing your financial well-being for the long term.