Financial Advisor in Colborne, Ontario
Colborne sits right between Brighton and Grafton on the 401, and most of the families we help here are working through one of three things: retiring on a modest but well-built nest egg, passing a farm or small business to the next generation, or sorting out an estate that was never properly planned.
We come to you. There is no advantage in driving to a tower in Toronto to have a conversation that is really about your land, your pension and your kids. 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
- Estate and probate-cost planning for Northumberland property owners
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Colborne employers
Why Colborne clients choose Thompson & Pollock
Small-town wealth is usually concentrated: a paid-off house, a piece of land, an RRSP and a pension. That concentration is exactly what creates the tax problem at death, because everything is taxed at once, at the top rate, in a single year. We measure it and fix it while you are healthy enough to have options.
We are independent and we are not going anywhere. The same planner does the plan, the investments, the insurance, the tax return and the will — and answers the phone when you call.
Areas we serve
Colborne · Castleton · Cramahe · Grafton · Brighton · Northumberland County — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Colborne consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.