Financial Advisor in Port Perry, Ontario
Port Perry draws two kinds of clients to us: people who have retired to the lake and want their money to last, and people who have run a business or a farm here for thirty years and now need to get out of it cleanly. Both problems are about converting a lifetime of work into predictable, tax-efficient income.
We work with Queen Street business owners, Scugog and Blackstock farm families, retirees along Lake Scugog, and Region of Durham and Lakeridge Health employees weighing an OMERS or HOOPP pension. 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
- Retirement income and drawdown sequencing — CPP, OAS clawback, RRIF and non-registered order
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Port Perry employers
Why Port Perry clients choose Thompson & Pollock
Retirement here is rarely simple. There is often a cottage or a second property, a corporation that has not been wound up, and RRSPs large enough that the tax bill at the second death is the biggest cheque the family will ever write. We show you that number and then reduce it deliberately.
We are independent, and we do the whole file: the plan, the investments, the insurance, the personal and corporate tax returns, and the will. One person who knows the whole picture beats four who each know a corner of it.
Areas we serve
Port Perry · Scugog · Prince Albert · Seagrave · Blackstock · Caesarea · Uxbridge — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Port Perry consultation — we'll find you a slot
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.
We reply with the next available slots.
“My wife and I are so pleased to be dealing with a financial advisor that not only has a known passion for what he does — Johnathan is very good at explaining it to us on our path to a comfortable retirement.” — John M., Google review
“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 reviewRead all reviews on Google
Before you book
What happens next?
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.
How long does it take?
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.
What should I bring?
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.