Financial Advisor in Oshawa, Ontario
Thompson & Pollock Wealth Inc. is an Oshawa-based independent financial advisory firm serving families, professionals and incorporated business owners across Durham Region. Our office is right downtown at 179 King Street East, 2nd Floor, Oshawa, ON L1H 1C2, and we work with clients across Oshawa, Whitby, Bowmanville, Courtice, Clarington, Ajax and Pickering.
Most local clients come to us for one reason: they want a financial planner in Oshawa who actually integrates everything — the RRSP, the corporation, the insurance, the will and the tax return — instead of selling one product and walking away. Because we're independent and not captive to any single bank or insurer, we shop the full Canadian market on your behalf and recommend the strategy that genuinely fits your goals.
What an Oshawa client gets when they join
- 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 income tax preparation — employees, commissioned sales, rental owners and incorporated owners
- Will drafting & updates plus Powers of Attorney — included at no additional charge
- Group benefits and group retirement plans for Oshawa businesses
Why Oshawa families and business owners choose us
We've called Oshawa home for years and have walked alongside local trades businesses, real estate investors, professionals and retirees through every kind of market. That trades work runs deep — we have dedicated planning playbooks for Oshawa plumbing companies, HVAC contractors, electrical contracting businesses, framing crews and renovation general contractors across Oshawa. Johnathan Pollock has started, grown and successfully operated several businesses of his own — so when you sit across from us to talk about a buy/sell agreement, a holding-company strategy, or how to take income out of your corporation tax-efficiently, you're talking to someone who has actually done it.
Just as importantly, we draft and execute your will and Powers of Attorney as part of the program — and update them as your life changes — so the plan we build today still works in twenty years.
Areas we serve from our Oshawa office
Oshawa · Whitby · Bowmanville · Courtice · Clarington · Ajax · Pickering · Port Perry · Uxbridge · plus virtual meetings across Ontario and New Brunswick.
Book a complimentary intro meeting in Oshawa
Coffee at our King Street office, a phone call, or a video meeting — whichever works for you. No pressure, no obligation.