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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. At Thompson & Pollock Group, we provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Jonathan Pollock (4)
Johnathan Pollock
Noel Yamada
Noel Yamada
Administrative Assistant
conner cameron
Conner Cameron, CIM®
Portfolio Manager

Team values

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Personalized Service 

Thompson & Pollock Wealth always strives to maintain a client-first philosophy. That means our first focus is building trust and meaningful relationships, making each client feel supported. Every client has unique financial situations and values, and we merge those with our strategies to generate aligned outcomes. We also make sure to constantly revisit these strategies as our clients grow and start meeting their goals, or as changes in the market demand. 

Inherent Integrity

Transparency and honesty are at the heart of everything we do. Thompson & Pollock Wealth is dedicated to providing clear and unbiased advice at every step of your financial planning process. By placing the client’s best interests first, we build strong and reliable partnerships. These relationships are sustained through regular communication and a commitment to making financial complexities comprehensible. We take the time to understand each client’s unique goals and circumstances, ensuring that every decision is aligned with their long-term vision and peace of mind.

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Commitment to Education

At Thompson & Pollock Wealth, we take education seriously, as it powers confidence and clarity. This means we track industry trends, so our guidance always reflects the most up-to-date financial and market situations. We’re also dedicated to providing these insights to clients on a regular basis, through both video and text. These updates help our clients better understand the financial world, even through uncertain times and changes in the market.

Supporting our community

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Thompson & Pollock Wealth is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future through access to quality education.

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Advancing pediatric health is a priority for Thompson & Pollock Wealth. By contributing to SickKids, we help provide world-class healthcare for children. Our involvement not only improves health outcomes, but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is important to Thompson & Pollock Wealth. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more compassionate and inclusive society for future generations.

 

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Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., it's subsidiaries and affiliates.