Thompson & Pollock Wealth Inc. serves Belleville and the Bay of Quinte — Belleville, Trenton, Quinte West, Stirling and the surrounding townships — through in-person meetings and secure virtual planning. Quinte households frequently combine a federal or military pension with a small business or a rental property, and that combination rewards careful planning.
We work with CFB Trenton personnel and Canadian Armed Forces pension holders, manufacturing and food-processing employees along the Bell Boulevard and Sidney Street corridors, Loyalist College staff, retirees along the waterfront, and incorporated trades and renovation contractors working across Hastings and Prince Edward County. Within the trades we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors.
Military and federal pension decisions, severance and transfer-value elections have hard deadlines and unforgiving tax rules. We model the required rate of return a transfer value would need to beat the pension, show the section 8517 limit and the taxable portion, and put the numbers in front of you before anything is signed.
We are independent, so we shop the entire Canadian insurance and investment market, and we keep the will, the personal and corporate tax returns, the insurance and the portfolio inside one coordinated plan.
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
Belleville · Trenton · Quinte West · Stirling · Frankford · Brighton · Hastings County · Prince Edward County — 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.
“My wife and I are so pleased to be dealing with a financial advisor that not only has a known passion for what he does — Johnathan is very good at explaining it to us on our path to a comfortable retirement.” — John M., Google review
“Thank you for being such a knowledgeable advisor and incredible listener, Johnathan. You have put things into perspective in terms I understand and helped me prepare for the future.” — Barb L., 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.
