Financial Advisor — Durham Region, Ontario
Thompson & Pollock Wealth Inc. is an independent financial advisory firm headquartered in Oshawa and serving every community across Durham Region. For Durham families, professionals, tradespeople and incorporated business owners, we deliver a true family-office experience: investments, insurance, tax planning, will drafting and business succession — all coordinated, all under one roof. On the trades side that includes dedicated work with plumbing businesses across Durham, HVAC contractors, electrical contracting companies, residential framers and renovation GCs across Durham.
Why Durham clients choose us
- Local advisors who live and work in Durham — not a call centre
- Independent — we shop investments and insurance across the full Canadian market
- Comprehensive: investments, insurance, tax, will drafting, business and estate planning under one roof
- Will drafting & updates included as part of the program — no extra charge
- Direct coordination with your CPA and corporate lawyer
- Decades of combined experience advising trades businesses and real estate investors
Communities we serve across Durham Region
From Brooklin to the waterfront — many of our long-term clients are Whitby families and business owners.
Our head office is downtown at 179 King Street East — the easiest place in Durham to meet in person.
A strong base of trades businesses, real estate investors and retirees we've served for years.
Convenient to our Oshawa office — ideal for in-person meetings without leaving the area.
Independent advice for Ajax families, professionals and incorporated business owners.
Comprehensive planning and corporate-side strategies for Pickering business owners.
Virtual and in-person meetings — we travel out for established business clients.
What we help Durham clients do
Families: a real financial plan that connects your RRSPs, TFSAs, RESPs, mortgage, insurance and will into one roadmap — with a planner you can actually reach.
Business owners: buy/sell agreement funding, key person insurance, corporately owned critical illness, succession planning, group benefits and group RRSPs — coordinated directly with your CPA and lawyer.
Retirees and pre-retirees: RRIF and LIF income strategies, tax-efficient withdrawal order, OAS clawback management, estate equalization and probate minimization.
Local planning services across Durham Region
- Investment planning and wealth management in Durham Region
- Life insurance and family protection in Durham Region
- Pension and retirement planning in Durham Region
- Health and dental insurance for Durham Region residents
- Employee group benefits for Durham Region businesses
- Business succession and corporate planning in Durham Region
Visit or call us from Durham Region
Mon – Fri: 9:00am – 5:00pmIn person, phone or video
Our office is in downtown Oshawa. See our Oshawa financial advisor page for local meeting information. Phone and video meetings are also available across Ontario and New Brunswick.
Let's meet — anywhere in Durham
In-person at our Oshawa office, on-site at your business, or by video. We keep a small number of spots open each week for the right fit.