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
Book a complimentary Haliburton consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.