Financial Advisor in Bobcaygeon, Ontario
Bobcaygeon is retirement country and cottage country at the same time, and both create the same planning issue: a large, illiquid, heavily appreciated property sitting inside an estate that has no cash to pay the tax on it.
We work with retirees living here full time, families who inherited a place on Sturgeon or Pigeon Lake, and the trades and marine businesses that keep the town running. 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
- Cottage and waterfront succession — capital gains, co-ownership agreements and insurance funding
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Bobcaygeon employers
Why Bobcaygeon clients choose Thompson & Pollock
A cottage bought for $60,000 and now worth $900,000 carries a capital gain that is taxed at death. Children who all want it rarely agree on who pays, who uses it and who maintains it. We handle both halves: the tax funding, and the written agreement that keeps siblings talking.
Independent advice, the full Canadian market, and one planner who also prepares the tax return and drafts the will — so the plan and the paperwork actually match.
Areas we serve
Bobcaygeon · Dunsford · Buckhorn · Fenelon Falls · Lindsay · Kawartha Lakes — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Bobcaygeon consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.