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.
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.
EXAMPLE CLIENT SCENARIOS
Business owner, 45, incorporated renovation company
Retained earnings were building in the corporation with no strategy for salary, dividends or investing.
What we did
One coordinated plan across the business and household, reviewed every year.
Couple, early 30s, two young children
New mortgage, no wills, and an RESP they'd opened but never contributed to.
What we did
The basics covered in a few meetings, with a budget they could keep.
Recently retired, 66, accounts at three institutions
RRSPs, a TFSA and a small pension spread across banks, with no view of total fees or income.
What we did
One clear monthly income plan and fully disclosed fees.
These are illustrative examples of common situations, not specific clients. Every plan depends on your own circumstances; results are not guaranteed.
Mon – Fri: 9:00am – 5:00pmIn person, phone or video
Picton · Wellington · Bloomfield · Consecon · Cherry Valley · Milford · Hillier · Sophiasburgh · Athol — plus virtual meetings across Ontario.
In person in the County, a phone call, or Zoom — your choice. No pressure, no obligation.
We reply with the next available slots.
“It's a pleasure speaking with Johnathan. He gives good advice and never tries to talk you into anything you're uncomfortable with.” — Patricia M., Google review
“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 reviewRead all reviews on Google
Before you book
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.
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.
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.
