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.
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.
EXAMPLE CLIENT SCENARIOS
Business owner, 45, incorporated renovation company
Retained earnings were building in the corporation with no strategy for salary, dividends or investing.
What we did
One coordinated plan across the business and household, reviewed every year.
Couple, early 30s, two young children
New mortgage, no wills, and an RESP they'd opened but never contributed to.
What we did
The basics covered in a few meetings, with a budget they could keep.
Recently retired, 66, accounts at three institutions
RRSPs, a TFSA and a small pension spread across banks, with no view of total fees or income.
What we did
One clear monthly income plan and fully disclosed fees.
These are illustrative examples of common situations, not specific clients. Every plan depends on your own circumstances; results are not guaranteed.
Mon – Fri: 9:00am – 5:00pmIn person, phone or video
Cobourg · Port Hope · Brighton · Campbellford · Warkworth · Colborne · Grafton · Hastings · Hamilton Township · Cramahe · Alnwick/Haldimand · Trent Hills.
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
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.
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.
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.
