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
Request a Bobcaygeon consultation — we'll find you a slot
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
“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
What happens next?
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.
How long does it take?
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.
What should I bring?
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.