Financial Advisor in Peterborough, Ontario
Thompson & Pollock Wealth Inc. works with Peterborough families, retirees and business owners both in person and virtually. Peterborough is a retirement-heavy market with a strong small-business base, and those two groups need very different plans built by the same coordinated team.
We work with retirees drawing down registered money and worrying about OAS clawback, cottage owners in the Kawarthas facing a capital gain their children cannot afford, employees of Peterborough Regional Health Centre and the school boards holding HOOPP and Teachers' pensions, and incorporated trades operating out of the Lansdowne and Parkhill corridors. Within the trades we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors.
What you get when you become a client
- Comprehensive retirement, estate and tax-efficiency planning
- Defined-benefit pension and commuted value analysis, modelled in dollars
- Investment management through the Optimize Private Client Program
- Life, critical illness, disability and long-term care insurance — full Canadian market
- Personal and corporate tax preparation, including rental and self-employed returns
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Peterborough employers
Why Peterborough clients choose Thompson & Pollock
The cottage problem is real here. A Kawartha property bought decades ago can trigger a deemed disposition at death that forces a sale, and there are three or four clean ways to fund it. We model the tax bill first and then price the fix, rather than leading with a product.
We are independent and fee-transparent, we shop the entire Canadian market, and we coordinate the will, the tax return, the insurance and the investment portfolio inside one plan.
Areas we serve
Peterborough · Lakefield · Bridgenorth · Ennismore · Douro · Norwood · Peterborough County and the Kawarthas — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Peterborough consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.