Financial Advisor in Courtice, Ontario
Courtice sits right on our doorstep — ten minutes east of our office at 179 King Street East in Oshawa, straight out Highway 2. A large share of the households here are tied in some way to Darlington: OPG staff, trades on the refurbishment, contractors and suppliers who feed the site, and retirees who spent a career there.
That shapes the planning. Defined-benefit pensions, shift premiums, big overtime years, severance and retirement windows, and a lot of household wealth locked inside one employer's plan. We also work with Courtice families around Nash and Townline, and with the trades running crews out of Baseline Road and Courtice Court. 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
- OPG, OMERS and HOOPP pension option analysis before you sign the election form
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Courtice employers
Why Courtice clients choose Thompson & Pollock
If you have a Darlington or OPG pension, the biggest financial decision of your life is a form with a deadline on it. Commuted value versus lifetime pension, survivor election, bridge benefit, and what happens to it if you have no spouse — we model each option side by side in dollars so you can see the trade-off instead of guessing at it.
We are independent and small by design. When you call, you reach your planner. Because we are not captive to a bank or a single insurer, the investment and insurance recommendations come from the whole Canadian market — and the same person who builds the plan also does the tax return and the will.
Areas we serve
Courtice · Hampton · Clarington · Bowmanville · Oshawa · Durham Region — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Courtice 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
“If you need help making your financial dreams come true, John is your guy. He will patiently work with you to set the goals you have in mind.” — Ian H., 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.