Accounting Services Tailored to You

Ted Pollock CPA CA CFP

At Ted Pollock CPA, we don’t believe in one-size-fits-all accounting. We believe in treating every client fairly. Fairness means we take the time to understand your unique situation, goals, and challenges. Sometimes that means our services are the perfect fit, and sometimes it means referring you to someone else who can help. Either way, you’ll always get our full attention, honest guidance, and clear communication.

Accounting Services Tailored to You

Ted Pollock CPA CA CFP

Accounting Services Tailored to You

Ted Pollock CPA CA CFP

Our Approach

Every client relationship begins with a conversation, not a form. With decades of experience, Ted sees beyond the numbers. He quickly identifies patterns, ratios, tax implications, and opportunities that may not be obvious at first glance. This financial acumen allows him to offer advice that is precise, practical, and grounded in a deep understanding of how your financial picture fits together.

01

Discover

We learn who you are — your family, your business, your needs and your goals.

02

Awareness & Education

We apply our knowledge to your situation, explaining concepts clearly so you understand your options.

03

Analyze & Document

We examine your financial picture and document key details to identify the best path forward.

04

Recommend

We provide clear recommendations and help you take the next steps with confidence.

Security and Professional Standards

We take your security and privacy seriously. Our firm carries:

- $1.5M in professional liability insurance, including a culpable conduct rider for additional client protection
- Comprehensive cybersecurity insurance and secure cloud backups via Acronis
- On-site data backups and strict privacy practices (we never store credit card information)  

Ted Pollock is a member in good standing with CPA Ontario, CPA Canada, and the Financial Planning Standards Council (CFP). You’re welcome to verify his membership anytime by searching “Theodore Pollock, Collingwood, ON” on their official directories.

Our Services for You

We serve individuals, small businesses, and corporations across Ontario, offering tax and wealth management guidance that spans day-to-day accounting to long-term financial planning.

For Individuals and Families

We provide personal tax preparation and proactive advice for your financial life — not just to save on taxes, but to help you plan smarter. Our services include:

File accurate personal tax returns while identifying potential savings

Use tax-efficient financial planning to make the most of your RRSP, TFSA, and investment income

Understand and plan for major life events, from marriage to retirement or the death of a taxpayer

Coordinate with your financial planner and wealth advisor for integrated investment and estate planning

Provide a sounding board for your financial life

For Businesses and Corporations

We work closely with incorporated businesses, professionals, and investors, especially those with holding companies, real estate portfolios, or construction industry ties. We can assist with:

Corporate and small business tax filing that is accurate, on time, and tailored to your industry

Year-end financial statements that help you measure performance and plan next steps

Incorporation and restructuring advice to support business growth and protect your assets

Bookkeeping and accounting systems that streamline daily operations

Proper corporate structuring (Holdco/Opco) to protect personal assets and reduce overall tax exposure by up to 30%

For Your Financial Future

Our Wealth and Financial Advisory services help you plan for retirement, manage your investments, and protect your estate. Explore our specialized services to learn more:

Retirement planning

Your investment portfolio

Estate and will planning

Separation and divorce advice

Real estate investing and holdings

Why Choose Ted Pollock CPA

Ted brings decades of experience in both public practice and industry, including serving as VP Finance for a TSX-listed company and CFO of a joint acquisition of a U.S. manufacturer. He has lived and worked on both sides of the border, offering deep insight into cross-border accounting and corporate structures.

If you’re self-employed, incorporated, own rental property, or have complex investments, you deserve an accountant who understands the full picture.

Let’s Talk

We offer a friendly, collaborative environment and would love to meet with you.

Let’s Talk

We offer a friendly, collaborative environment and would love to meet with you.

Let’s Talk

We offer a friendly, collaborative environment and would love to meet with you.