# Thompson & Pollock Wealth Inc.

> Financial planning, investment, insurance and business services for business owners — with a focus on the trades and real estate investors. Serving Ontario and New Brunswick from Oshawa, Ontario, Canada.

Thompson & Pollock Wealth Inc. is an independent wealth management firm led by Managing Partner Johnathan Pollock, Amazon best-selling author of *The Entrepreneur's Toolkit*. The firm helps business owners build wealth, cut taxes, attract and retain talent, and create a lasting legacy.

## Pages

- [Home](/): Overview of who we serve and what we do.
- [Private Client Practice](/private-client): How to become a client — by referral from an existing client, or by application to the waiting list. Our roster is limited by design.
- [About Us](/about-us): Meet the team — advisors, planners, and our office manager.
- [Why Choose Us](/what-we-offer): What sets our approach apart for business owners.
- [Investment Products](/investment-products): The Optimize Private Client Program — family office services, financial planning, tax and will preparation.
- [Insurance Products](/insurance-products): Business, term, whole life, universal life, critical illness, and disability insurance.
- [Business Products](/business-products): Group benefits, group pensions, and business insurance solutions.
- [Contact Us](/contact-us): Office location in Oshawa, ON, phone, email, and booking.

## Guides

- [Financial Planning for Independent Contractors](/blog/financial-planning-independent-contractors): Tax, retirement, and cash flow strategies for self-employed tradespeople.