Financial Advisor in Uxbridge, Ontario
Uxbridge households tend to look wealthier on paper than they feel in cash flow: a property with acreage, a strong income, a corporation, and very little of it liquid. Our job is to turn that into a plan with actual numbers — what comes in, what the tax costs, and what is left for the family.
We work with professionals commuting to Markham and Toronto, medical and veterinary practices, hobby and horse farms on the concession roads, and contractors running crews out of Uxbridge and Goodwood. 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
- Incorporated professional planning — salary vs dividend, holdco and corporate investment tax
- Will drafting and Powers of Attorney — drafted and updated as part of the plan
- Group benefits and group retirement plans for Uxbridge employers
Why Uxbridge clients choose Thompson & Pollock
If you are incorporated, the passive-income rules quietly claw back your small-business deduction once corporate investments grow past a threshold. Most owners find out about it from their accountant after the fact. We plan around it in advance, using corporate class, insurance and IPP-style structures where they genuinely fit.
No call centre, no product quota, no bank shelf. Johnathan Pollock has started, scaled and sold his own businesses, and works the whole Canadian market on your behalf.
Areas we serve
Uxbridge · Goodwood · Zephyr · Sandford · Leaskdale · Port Perry · Brooklin — plus virtual meetings across Ontario.
Specialized services for trade businesses
Request a Uxbridge 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.