Financial Advisor in Pickering, Ontario
Thompson & Pollock Wealth Inc. works with Pickering families, retirees and incorporated owners — in person and virtually — from our Oshawa office. Pickering households tend to carry more moving parts than average: a pension, a rental property or two, a corporation, and a plan that has never been looked at as a whole.
We work with Ontario Power Generation employees weighing pension options, professionals in Rouge Park and Amberlea, Seaton families buying into brand-new builds, real estate investors holding Durham rentals, and incorporated contractors working out of the Brock Road industrial area. 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 Pickering employers
Why Pickering clients choose Thompson & Pollock
Pickering's pension decisions are among the most consequential in Durham. A commuted value from OPG or a comparable plan is often the single largest financial decision a household will ever make, and it deserves modelling rather than a rule of thumb. We show you the required rate of return your commuted value would have to earn to beat the pension, in dollars, before you decide.
We are independent and small by design. Your planner answers the phone, shops the entire Canadian insurance and investment market, and coordinates the will, the tax return and the corporation in one file.
Areas we serve
Pickering · Seaton · Claremont · Ajax · Whitby · Durham Region — plus virtual meetings across Ontario.
Specialized services for trade businesses
Book a complimentary Pickering consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.