Financial Advisor in Clarington, Ontario
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.
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
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Clarington employers
Why Clarington clients choose Thompson & Pollock
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.
Areas we serve
Bowmanville · Courtice · Newcastle · Orono · Enniskillen · Hampton · Clarington — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Clarington consultation — we'll find you a slot
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
What happens next?
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.
How long does it take?
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.
What should I bring?
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.