Financial Advisor in Port Hope, Ontario
Thompson & Pollock Wealth Inc. serves Port Hope clients from our office in Oshawa — a short drive west on the 401 — and from in-person meetings here in Northumberland. Most Port Hope families and business owners come to us because they want a single planner who actually integrates the corporation, the investments, the insurance, the will, and the personal tax return rather than selling them one product and walking away.
We work with retirees on the south side of town, commercial landlords and trades operators along Toronto Road, professionals commuting to the GTA, and incorporated owners running shops in Port Hope's industrial pockets. Every plan we build is local-first and independent. Within the trades, we work hands-on with plumbing contractors, HVAC and heating businesses, electrical companies, framing companies and renovation general contractors based in and around Port Hope.
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 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 Port Hope employers
Why Port Hope clients choose Thompson & Pollock
Port Hope rewards advisors who actually show up. We're a small, independent practice — when you call, you talk to your planner, not a call centre. Because we're not captive to a single bank or insurance company, we shop the whole market and recommend the strategy that genuinely fits your situation.
If you're an incorporated owner, you'll find Johnathan Pollock unusually direct: he's started, scaled and successfully sold businesses of his own, so the conversation about a buy/sell agreement, a holding company, or pulling income out of your corp tax-efficiently is one he's lived.
Areas we serve
Port Hope · Cobourg · Welcome · Garden Hill · Bewdley · Northumberland County — plus virtual meetings across Ontario.
Book a complimentary Port Hope consultation
In person in Port Hope, a call, or video — whichever you prefer. No pressure, no obligation.