Financial Advisor in Lindsay, Ontario
Lindsay is the service centre for the whole of Kawartha Lakes — the hospital, the college campus, the municipality, the farms and the main-street businesses that support them. A large share of our Lindsay clients are within ten years of retirement and want a straight answer about whether they can afford it.
That answer is arithmetic, not opinion: income, tax, inflation, the pension election and how long the money lasts under a bad market. We build it, show you the numbers, and then manage the plan year by year. 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
- HOOPP, OMERS and CAAT pension analysis for Ross Memorial, municipal and college employees
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Lindsay employers
Why Lindsay clients choose Thompson & Pollock
Most people do not need a more exciting portfolio; they need to know the date they can stop working and what happens if markets fall in the first three years. That is a modelling problem, and it is the one we solve first.
We are independent, small and local to the region. One planner handles the plan, the investments, the insurance, the personal and corporate tax returns and the will — and answers the phone.
Areas we serve
Lindsay · Omemee · Oakwood · Little Britain · Fenelon Falls · Bobcaygeon · City of Kawartha Lakes — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Lindsay consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.