Thompson & Pollock Wealth Inc. serves Ajax households and business owners from our Oshawa office, a straight run west on the 401, and in person here in Ajax. Clients usually arrive after being handed a single product by a bank branch and realising nobody ever looked at the whole picture — the corporation, the rental property, the insurance, the estate and the tax return together.
We work with young families in Nottingham and Riverside, established owners along the Harwood corridor, commuters on the Ajax GO line, employees at Ontario Power Generation and the Ajax Pickering Hospital, and incorporated trades operating out of the Clements Road and Bayly Street industrial belt. Within the trades we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors.
Ajax is a commuter town with real business depth behind it, and the two need different plans. We build both — an independent, fee-transparent plan for the household, and a corporate strategy for the owner — and we keep them coordinated so one does not quietly undo the other.
Because we are independent, we can put an OPG or hospital pension decision, a corporate insurance strategy and an investment portfolio on the same page and tell you plainly which one moves the needle first. No product quotas, no head-office script.
EXAMPLE CLIENT SCENARIOS
Business owner, 45, incorporated renovation company
Retained earnings were building in the corporation with no strategy for salary, dividends or investing.
What we did
One coordinated plan across the business and household, reviewed every year.
Couple, early 30s, two young children
New mortgage, no wills, and an RESP they'd opened but never contributed to.
What we did
The basics covered in a few meetings, with a budget they could keep.
Recently retired, 66, accounts at three institutions
RRSPs, a TFSA and a small pension spread across banks, with no view of total fees or income.
What we did
One clear monthly income plan and fully disclosed fees.
These are illustrative examples of common situations, not specific clients. Every plan depends on your own circumstances; results are not guaranteed.
Mon – Fri: 9:00am – 5:00pmIn person, phone or video
Ajax · Pickering · Whitby · Durham Region · east Scarborough — plus virtual meetings across Ontario.
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.
We reply with the next available slots.
“It's a pleasure speaking with Johnathan. He gives good advice and never tries to talk you into anything you're uncomfortable with.” — Patricia M., Google review
“If you need help making your financial dreams come true, John is your guy. He will patiently work with you to set the goals you have in mind.” — Ian H., Google reviewRead all reviews on Google
Before you book
We reply with the next 2–3 available meeting slots. Once you pick one, you’ll get a calendar invite and a short prep note so we can make the most of the time.
Most first meetings are 20–30 minutes. We’ll ask a few questions, share what we see, and only move forward if it makes sense for you.
Nothing is required. If you have a recent tax return, group benefits summary, or investment statement handy, it helps — but only if you want to share it.
