Financial Advisor in Newcastle, Ontario
Thompson & Pollock Wealth Inc. serves Newcastle and the wider Clarington community from our Oshawa office, just down the 401. We're the financial planner Newcastle homeowners and business owners call when they want one team handling the corporation, the RRSP, the insurance, the will and the tax return — instead of juggling four different people who never talk to each other.
From the village core to the rural roads east of Mill Street and out toward Orono, our Newcastle clients tend to be people building real wealth quietly — trades operators, real estate investors, retiring GM and Ontario Power Generation pensioners, and young families buying their first home off Hwy 2. We meet you where you are. Day-to-day in Newcastle and Clarington, that means dedicated tax, corporate and retirement planning for independent plumbing shops, heating and cooling contractors, licensed electrical contractors, rough-in framing crews and renovation general contractors.
What you get when you become a client
- Comprehensive financial planning — retirement, education, estate and tax-efficiency
- Investment management through the Optimize Private Client Program (family-office model)
- Life, critical illness, disability and long-term care insurance — all major Canadian insurers
- Personal and corporate income tax preparation
- Will drafting and updates plus Powers of Attorney — included at no additional charge
- Group benefits and group retirement plans for Newcastle and Clarington employers
Why Newcastle clients choose Thompson & Pollock
Newcastle is a community of operators — people who built something with their hands, sold a business, or are quietly running a successful trade out of a shop on a side road. Johnathan Pollock has started, grown and successfully exited multiple businesses of his own, so the conversation about a buy/sell agreement, holding company, or how to draw income out of your corporation tax-efficiently is one he's actually had a hundred times — not one he read about.
Because we're independent and not captive to any one bank or insurer, we shop the entire Canadian market on your behalf — and your will and Powers of Attorney are drafted and updated as part of the plan, at no extra charge.
Areas we serve
Newcastle · Bowmanville · Orono · Clarington · Courtice · Bond Head · Wesleyville — plus virtual meetings across Ontario.
Request an intro meeting — we'll find you a slot
Come into the Oshawa office, meet in Newcastle over coffee, or jump on a Zoom — whichever works for you. 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
“It's a pleasure speaking with Johnathan. He gives good advice and never tries to talk you into anything you're uncomfortable with.” — Patricia M., 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.