Financial Advisor in Trenton, Ontario
Trenton is a military town, and 8 Wing shapes almost every financial question we get asked here: transfer value versus an immediate annuity on release, what a posting does to a house you just bought, severance and leave payouts in a single tax year, and how the CAF pension and SISIP coverage fit with everything you build on the outside.
We also work with Quinte West trades and small businesses, Batawa and Frankford families, and retirees on the Bay of Quinte. 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
- Canadian Armed Forces pension planning — transfer value vs annuity, release timing, severance and leave payouts
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Trenton employers
Why Trenton clients choose Thompson & Pollock
Military families move, and moving breaks financial plans: two provinces of tax, a rental property you did not plan to own, a spouse's career interrupted, and a pension whose value most members are never shown in dollars. We put it all in one place and model the release decision before the deadline, not after it.
We are independent — no base-adjacent product push, no captive shelf. The same planner does the plan, the investments, the insurance and the tax return, and stays with you through the next posting.
Areas we serve
Trenton · Quinte West · Frankford · Batawa · Brighton · Belleville · Bay of Quinte — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Trenton 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.
“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 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
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.