Financial Advisor in Bancroft, Ontario
North Hastings is under-served by design: the banks have pulled advisors out of small towns, and what is left is often a branch representative with a product list. We work with Bancroft clients over video and in person, and we bring full independent planning with us.
Our clients here are retirees stretching modest savings, self-employed trades and tourism operators, and families with land that has been in the name for generations. 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
- Retirement income planning without an employer pension — CPP/OAS timing and drawdown order
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Bancroft employers
Why Bancroft clients choose Thompson & Pollock
When there is no employer pension, the timing of CPP and OAS, the order you draw accounts, and the tax bracket you retire into matter more than the investments do. Getting those three right is often worth more than a percentage point of return.
We are independent and we do not sell a shelf. Plan, investments, insurance, tax return and will — one planner, one file, one phone number.
Areas we serve
Bancroft · Hastings Highlands · Maynooth · Coe Hill · Wilberforce · North Hastings — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Bancroft consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.