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.
Book a complimentary Brighton consultation
Meet locally, by phone, or on Zoom — your choice. No pressure, no obligation.