Financial Advisor in Millbrook, Ontario
Millbrook has quietly become one of the most desirable villages between Peterborough and the 407 — heritage homes, acreages, and a growing group of professionals who commute or work from home with a corporation behind them.
That combination produces a specific planning file: strong income, a property worth more than expected, a corporation nobody has optimized, and estate documents that have not been touched since the kids were small. 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
- Incorporated owner planning — holdco structure, corporate investing and estate freeze basics
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Millbrook employers
Why Millbrook clients choose Thompson & Pollock
Once a corporation accumulates retained earnings, the questions get real: passive-income grind, how much to leave in, whether a holdco makes sense, and what the shares are worth to your estate. We answer those with numbers and then coordinate the accountant and the will around them.
Independent, small and responsive. Johnathan Pollock has started, scaled and sold businesses himself, so the advice comes from someone who has been on your side of the table.
Areas we serve
Millbrook · Cavan Monaghan · Bethany · Fraserville · Peterborough · Kawartha Lakes — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Millbrook 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
“Thank you for being such a knowledgeable advisor and incredible listener, Johnathan. You have put things into perspective in terms I understand and helped me prepare for the future.” — Barb L., 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.