Financial Advisor in Cobourg, Ontario
Thompson & Pollock Wealth Inc. serves Cobourg from our Oshawa office and through in-person meetings throughout Northumberland. Our typical Cobourg client wants one planner who integrates the whole picture — the corp, the RRSP, the insurance, the will and the tax return — instead of paying separate specialists who never speak.
We work with retirees enjoying life near the beach, professionals commuting to Toronto, real estate investors holding rental portfolios across Northumberland, and incorporated trades and contracting businesses based in and around Cobourg. Inside that group we have dedicated playbooks for local plumbing companies, HVAC service businesses, electrical contractors, framers and rough-in carpenters and renovation GCs operating across Cobourg and Northumberland.
What you get when you become a client
- Comprehensive retirement, education, estate and tax-efficiency planning
- Investment management through the Optimize Private Client Program (family-office model)
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal, corporate, rental and self-employed tax preparation
- Will drafting and Powers of Attorney — included as part of the plan
- Group benefits and group retirement plans for Cobourg employers
Why Cobourg clients work with Thompson & Pollock
We're an independent practice — no quotas, no proprietary funds we're pushed to sell. We shop the full Canadian market and recommend what genuinely fits. For Cobourg's strong base of retirees that means clean, transparent retirement income planning; for the business community it means real corporate-tax strategy from an advisor who has actually run, scaled and exited his own businesses.
Your will and Powers of Attorney are drafted and updated as part of the program at no additional charge — so the plan still works in twenty years, not just twenty days.
Areas we serve
Cobourg · Port Hope · Grafton · Baltimore · Gores Landing · Northumberland County — plus virtual meetings across Ontario.
Request a Cobourg consultation — we'll find you a slot
Coffee in Cobourg, a phone call, or a Zoom — your choice. No pressure, no obligation.
We reply with the next available slots.
“It's a pleasure speaking with Johnathan. He gives good advice and never tries to talk you into anything you're uncomfortable with.” — Patricia M., 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
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.