Financial Advisor in New Brunswick
Thompson & Pollock Wealth Inc. is a fully licensed, independent financial advisory firm serving clients across New Brunswick. We meet with New Brunswick families, professionals and incorporated business owners by video, by phone, and in person — delivering the same family-office experience our Ontario clients receive, with strategies tuned to the New Brunswick tax landscape and provincial program rules.
What's included for New Brunswick clients
- Comprehensive financial planning — retirement, education, estate, tax
- Investment management via the Optimize Private Client Program
- Life, critical illness and disability insurance — every major Canadian insurer
- Buy/sell agreement and key person insurance for incorporated owners
- Group benefits and group retirement plans for New Brunswick businesses
- Will drafting & updates plus Powers of Attorney — included in the program
Communities we serve
Moncton · Dieppe · Riverview · Fredericton · Oromocto · Saint John · Quispamsis · Rothesay · Miramichi · Bathurst · Edmundston · Sackville · plus surrounding communities across New Brunswick.
How we work with clients across the province
Virtual-first, in person when it matters. Discovery meetings, plan presentations and annual reviews happen by secure video — you don't lose a half-day driving for a meeting. For large business transactions, succession planning, and signing meetings, we travel to you.
Coordinated with your local advisors. We work alongside your New Brunswick accountant and lawyer so the investments, the insurance, the corporate structure, the shareholder agreement and the will all line up.
Built for New Brunswick business owners. From construction and trades businesses in Moncton — including Maritime plumbing companies, HVAC and heating contractors, East Coast electrical contractors, framing crews and renovation general contractors — to professional corporations in Fredericton and fishing/aquaculture operations along the coast, we structure buy/sell funding, key person insurance and corporately owned critical illness that actually fits how your business runs.
Book a complimentary intro meeting
Video, phone, or in person if you're nearby — whichever you prefer.