Thompson & Pollock Wealth Inc. serves the whole Municipality of Clarington — Bowmanville, Courtice, Newcastle, Orono and the rural concessions in between — from our Oshawa office minutes down Highway 2. Clarington is where a large share of our trades and small-business clients actually live and work.
We work with Darlington and Ontario Power Generation employees, farm and rural landowners north of Taunton, growing families in Courtice, retirees in Newcastle's older core, and the contractors running shops along Baseline and the Bowmanville industrial park. Within the trades we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors.
Clarington households often combine a strong pension with a side business or rental property, and the tax interaction between those three is where most plans quietly leak money. We look at all of them together, model the numbers, and put the recommendation in writing.
We are independent, so nothing we recommend is driven by a product shelf. Johnathan Pollock has built and sold businesses himself — succession, buy/sell agreements and getting money out of a corporation efficiently are lived experience here, not theory.
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
Bowmanville · Courtice · Newcastle · Orono · Enniskillen · Hampton · Clarington — 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.
“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 review
“Thank you for being such a knowledgeable advisor and incredible listener, Johnathan. You have put things into perspective in terms I understand and helped me prepare for the future.” — Barb L., 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.
