Financial Advisor in Brooklin, Ontario
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.
What you get when you become a client
- Comprehensive retirement, estate and tax-efficiency planning
- Defined-benefit pension and commuted value analysis, modelled in dollars
- Investment management through the Optimize Private Client Program
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal and corporate tax preparation, including rental and self-employed returns
- RESP and family cash-flow planning for growing Brooklin households
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Brooklin employers
Why Brooklin clients choose Thompson & Pollock
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.
Areas we serve
Brooklin · Ashburn · Myrtle Station · Columbus · Whitby · Oshawa · Durham Region — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Brooklin consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.