Thompson & Pollock Wealth Inc. is an independent wealth, insurance, and business planning firm serving Canadian families and small to mid-sized businesses, with a focus on tradespeople and real estate investors. Based in Durham Region and serving clients beyond, the firm brings business-owner experience and an approachable style to helping clients build wealth, protect their assets, and plan for the future.

Its financial services include investment planning tailored to personal goals, with investment management delivered in partnership with Optimize Wealth Management. Insurance services help clients prepare for change and provide financial protection for loved ones and assets. For businesses, Thompson & Pollock designs employee benefit and pension solutions, including group insurance and retirement savings plans.

The firm also supports business owners with tax-conscious planning, talent attraction, and strategies to build and transfer generational wealth. Its deliberately limited private client practice welcomes new families through existing-client referrals or applications to a waiting list. Managing partner Jonathan Pollock co-authored The Entrepreneur’s Toolkit, a practical guide to starting and growing a business