Financial Advisor in Bowmanville, Ontario
Thompson & Pollock Wealth Inc. is just down the 401 in Oshawa, serving Bowmanville and the rest of Clarington with one integrated plan — the corporation, the RRSP, the insurance, the will, the tax return — instead of patchwork advice from four different people.
Our Bowmanville client base spans young families buying along Liberty Street and Scugog, OPG and GM retirees, real estate investors holding rentals across Clarington, and incorporated trades operators running shops and crews out of Bowmanville and Courtice. Within that trades segment we specifically support owner-operated plumbing shops, HVAC and mechanical contractors, commercial and residential electricians, framing crews and general contractors running full renovations working across Bowmanville, Courtice and Clarington.
What you get when you become a client
- Comprehensive retirement, estate and tax-efficiency planning
- Investment management through the Optimize Private Client Program
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal, corporate, rental and self-employed tax preparation
- Will drafting and Powers of Attorney — included as part of the plan
- Group benefits and group retirement plans for Bowmanville employers
Why Bowmanville clients choose Thompson & Pollock
Most Bowmanville clients come to us because they're tired of being passed around. We're a small, independent practice — when you call, you talk to your planner, not a 1-800 number. We shop the full Canadian market because we're not captive to any single bank or insurer.
If you're incorporated, Johnathan Pollock has started, scaled and successfully sold multiple businesses of his own, so conversations about buy/sell agreements, holding companies, key-person insurance and corporate tax efficiency are ones he's lived — not just studied.
Areas we serve
Bowmanville · Courtice · Newcastle · Orono · Clarington · Hampton · Tyrone · Mitchell Corners — plus virtual meetings across Ontario.
Request a Bowmanville consultation — we'll find you a slot
Meet at our Oshawa office, locally in Bowmanville, or by Zoom — whatever's easiest. No pressure, no obligation.
We reply with the next available slots.
“It's a pleasure speaking with Johnathan. He gives good advice and never tries to talk you into anything you're uncomfortable with.” — Patricia M., Google review
“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 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.