Financial Advisor in Northumberland County
Thompson & Pollock Wealth Inc. serves clients across Northumberland County from our office in Oshawa and through in-person meetings throughout the region. Whether you're in Cobourg, Port Hope, Brighton, Warkworth, Campbellford, Colborne, Grafton or out in Hamilton or Cramahe Township, we work the way you'd want a planner to work — one team, one plan, one quarterback for everything money-related in your life.
Our Northumberland client base skews toward retirees, real estate investors, professionals commuting to the GTA, and incorporated trades and contracting businesses. We translate complexity into something you can actually act on. On the trades side, we specifically advise incorporated plumbing businesses, HVAC and refrigeration companies, electrical contracting firms, residential framing outfits and full-scope renovation builders across the County.
What you get when you become a client
- Comprehensive retirement, estate and tax-efficiency planning
- Investment management through the Optimize Private Client Program
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal, corporate, rental and self-employed tax preparation
- Will drafting and Powers of Attorney — included as part of the plan
- Group benefits and group retirement plans for Northumberland employers
Why Northumberland County families choose us
Most county residents don't want a downtown Toronto advisor and don't want to be sold a product by their bank. They want an independent, plain-spoken planner who'll pick up the phone and integrate everything — the corp, the RRSP, the spousal RRIF, the rental properties, the kids' RESPs, the wills. That's exactly the practice we've built.
Because we shop the full Canadian market and aren't captive to any one bank or insurer, the recommendation you get is the one that actually fits your goals — not the one paying the highest commission this quarter.
Areas we serve
Cobourg · Port Hope · Brighton · Campbellford · Warkworth · Colborne · Grafton · Hastings · Hamilton Township · Cramahe · Alnwick/Haldimand · Trent Hills.
Request a Northumberland consultation — we'll find you a slot
In person in the county, a phone call, or Zoom — whichever works for you. No pressure, no obligation.
We reply with the next available slots.
“If you need help making your financial dreams come true, John is your guy. He will patiently work with you to set the goals you have in mind.” — Ian H., 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.