Financial Advisor in Haliburton, Ontario
Haliburton households sit on some of the most valuable and least liquid property in Ontario. A family compound on a lake can be worth more than every registered account combined, and the tax on it comes due in a single year at the worst possible moment.
We work with year-round residents, tourism and trades operators, health-care staff at Haliburton Highlands Health Services, and families inheriting a property they cannot agree on. 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
- Multi-generational cottage planning — trusts, co-ownership agreements and insurance-funded tax
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Haliburton employers
Why Haliburton clients choose Thompson & Pollock
The right answer for a family cottage is rarely a trust on its own or insurance on its own — it is a combination, sized to the actual projected tax and written down so the next generation is not negotiating during a funeral.
You get one independent planner, the full Canadian insurance market, and the tax return and will handled in the same office as the plan.
Areas we serve
Haliburton · Dysart et al · West Guilford · Eagle Lake · Wilberforce · Minden · Highlands East — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Haliburton 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.