Financial Advisor in Campbellford, Ontario
Campbellford is the working heart of Trent Hills — the hospital, the factories, the main street businesses and the farms around them. We work with employees weighing a HOOPP or OMERS pension, owner-operators who have never taken a proper salary, and retirees living on the river.
Meetings happen where it suits you: at your kitchen table, over video, or at our Oshawa office when you are down that way. 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
- HOOPP and OMERS pension option analysis for Campbellford Memorial and municipal employees
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Campbellford employers
Why Campbellford clients choose Thompson & Pollock
If you work at the hospital or for the municipality, your pension is likely your single largest asset — and the survivor election, bridge benefit and commuted value choices attached to it are permanent. We model them in dollars, including what happens to the pension if you do not have a spouse, which is the case almost nobody explains.
For business owners, the questions are simpler than they sound: how do I pay myself, what do I owe, and what is this worth if I sell. We answer them with numbers, and then we build the plan around the answers.
Areas we serve
Campbellford · Hastings · Warkworth · Trent Hills · Havelock · Northumberland County — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Campbellford consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.