Brooklin has changed faster than almost anywhere in Durham. Streets that were farmland fifteen years ago now hold young families with two incomes, a big mortgage, an RESP that was opened and forgotten, and group benefits nobody has ever read. Thompson & Pollock Wealth Inc. works with those households from our office at 179 King Street East in Oshawa — about twenty minutes south-east down Thickson or Baldwin.
We also work with the other Brooklin: the families who have been north of Taunton since before the subdivisions, farm operations around Ashburn and Myrtle Station, and the trades running crews out of shops along Baldwin Street and Winchester Road. Within the trades we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors.
The Brooklin conversation is usually about sequencing, not products. Mortgage, childcare, RESP, RRSP, group pension, a will that still names the wrong guardian — everything competing for the same paycheque. We put it in one plan with an order of operations, so you stop guessing which dollar should go where.
If you are with the Region of Durham, Lakeridge Health, an OMERS or HOOPP employer, or you commute west into a company pension, we model the pension decision in dollars rather than opinions. And if you are incorporated, Johnathan Pollock has started, scaled and sold businesses himself — the holdco, buy/sell and salary-versus-dividend conversation is one he has lived.
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
Brooklin · Ashburn · Myrtle Station · Columbus · Whitby · Oshawa · Durham Region — plus virtual meetings across Ontario.
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.
We reply with the next available slots.
“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 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.
