Thompson & Pollock Wealth Inc. serves Brighton from our Oshawa office and through in-person meetings in the area. Brighton clients tend to come to us because they want one integrated plan — the investments, the corp, the insurance, the will and the tax return — handled by a single team rather than four different specialists.
We work with retirees who relocated for the lake and the Apple Route, professionals commuting to Trenton and CFB Trenton, real estate investors, and incorporated trades operators serving Brighton and Quinte West. That trades-and-contracting work spans residential and commercial plumbers, HVAC installers and service techs, licensed electricians, frame-to-finish carpentry crews and GCs leading full renovations from Brighton through Quinte West.
We're independent — no proprietary products, no quotas. We shop the whole Canadian market and recommend what actually fits. For Brighton retirees that means clean, tax-efficient income planning; for incorporated owners it means real corporate-tax strategy from an advisor who has built, scaled and sold businesses of his own.
Your will and Powers of Attorney are drafted and updated as part of the program at no additional charge.
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
Brighton · Colborne · Cramahe · Trenton · Quinte West · Presqu'ile · Wooler — plus virtual meetings across Ontario.
Meet locally, by phone, or on Zoom — your choice. 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
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.
