Financial Advisor in Ajax, Ontario
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.
What you get when you become a client
- Comprehensive retirement, estate and tax-efficiency planning
- Defined-benefit pension and commuted value analysis, modelled in dollars
- Investment management through the Optimize Private Client Program
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal and corporate tax preparation, including rental and self-employed returns
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Ajax employers
Why Ajax clients choose Thompson & Pollock
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.
Areas we serve
Ajax · Pickering · Whitby · Durham Region · east Scarborough — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Ajax consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.