Financial Advisor in Brighton, Ontario
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.
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 Brighton-area employers
Why Brighton clients choose Thompson & Pollock
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.
Areas we serve
Brighton · Colborne · Cramahe · Trenton · Quinte West · Presqu'ile · Wooler — plus virtual meetings across Ontario.
Request a Brighton consultation — we'll find you a slot
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
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.