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
Book a complimentary Trenton consultation
In person, by phone, or over video — whichever you prefer. No pressure, no obligation.