Financial Advisor in Prince Edward County
Thompson & Pollock Wealth Inc. serves Prince Edward County from our office in Oshawa and through in-person meetings across the County. We're the planner County clients call when they want one team handling everything — the corporation, the RRSP, the insurance, the will, and the tax return — instead of paying separate specialists who don't talk.
Our PEC client base is a mix of recent transplants from the GTA enjoying life on the water, hospitality and winery operators, short-term rental investors, retired professionals, and incorporated tradespeople servicing The County's building boom. That includes purpose-built planning for owner-operated plumbing outfits, heating, cooling and HVAC contractors, electrical service companies, framing subcontractors and renovation builders running full home projects across The County.
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, corporate, short-term rental and self-employed tax preparation
- Will drafting and Powers of Attorney — included as part of the plan
- Group benefits and group retirement plans for County employers, wineries and hospitality businesses
Why Prince Edward County clients choose Thompson & Pollock
The County rewards advisors who actually understand small business. Many of our PEC clients run a B&B, a tasting room, a contracting crew, or a creative business out of a converted barn — and they need a planner who treats the corp and the personal as one system. Johnathan Pollock has founded, scaled and exited multiple businesses of his own, so the conversations about buy/sell agreements, holding companies, key-person insurance and pulling income out of a corporation tax-efficiently are ones he's lived.
Because we're fully independent, we shop the full Canadian market on your behalf. Your will and Powers of Attorney are drafted as part of the plan — and updated as your life changes — at no additional charge.
Areas we serve
Picton · Wellington · Bloomfield · Consecon · Cherry Valley · Milford · Hillier · Sophiasburgh · Athol — plus virtual meetings across Ontario.
Book a complimentary County consultation
In person in the County, a phone call, or Zoom — your choice. No pressure, no obligation.