Our Team

Ted Pollock CPA, CA, CFP (Since 1983)

Ted Pollock is a Chartered Accountant with over 30 years experience with corporate and personal clients.  Ted started with a national accounting firm in 1983 and then went on to start his own practice in 1990.  He sold his practice in 2003 and then worked in industry for several years before re-starting his practice in 2012.  To find out more about Ted’s business background, please go to his LinkedIn profile.

Ted’s hobbies includes playing tennis, downhill skiing (Osler Bluff) and playing in a rock band.   He is married to an amazing woman, Maureen, and they’ve been together for over 30 years.  They have two grown boys who moved to very nice places in Canada (Revelstoke and Whistler) who are the love of their life and fun to visit.

I love advising clients and never met a problem I didn’t like, or at least, know about or have seen before.  I cannot serve everyone but, if I can’t help, then probably know someone who can.

Toni Worsley
(Since 1983)

Toni Worsley has been in the accounting profession for the majority of her career. Toni started in industry in accounting early in her career before stepping into public accounting. The first firm she worked at was Star and Kates, a CA firm in the GTA. She moved north in 1983 and has been working in accounting firms from Collingwood to Barrie ever since. She worked with Ted in Collingwood back in 2001 and has reunited with him to join forces and serve clients in Collingwood, Wasaga and beyond.

Toni is very proficient in Quickbooks and and Sage, Caseware and both corporate and personal tax software. Over her career, Toni has taught Sage at Georgian College.

Toni was once a Tai Chi instructor and is still an active participant to this day. Toni loves her needle crafts – she is a crafty lady. And the sun rises and sets on her granddaughter, Kensi.

I like to take the time with clients to explain their books, their financials, and their personal tax returns. I especially like to help seniors, and to train business clients on their software.  I have the patience that it takes to get concepts across.

Stacey Heittola
(Since 2016)

 Stacey has a background in administration, mainly in the real estate field having worked at ReMax and Century 21 as well as Cranberry and Georgian Manor Resort, including getting her real estate agent license. But she realized her talents lay more in business and accounting and so took the position in Ted’s firm to run the office and grow her accounting and tax skills.  Stacey is knowledgable in QuickBooks, Sage and Profile Personal Tax software.  Stacey prepares personal tax returns and does bookkeeping for a number of our clients.

Stacey’s the proud parent of two daughters and a son. Stacey loves her sports including downhill skiing and playing baseball.  She is very active in her local community having been VP of Wasaga Womens’ Business Association and on the Executive for the Wasaga Baseball Association.

There’s nothing I like more than tax season when I get to meet all our clients.

Joanna Robinson

JOANNA ROBINSON (since 1998)

&nbspJoanna has been an accounting technician for many years. After graduating from the University of Windsor in Accounting she worked for several years with a national accounting firm in Collingwood. Ted and she (and Toni) all worked there at the same time and so the team has known each other professionally for many years. Joanna took a break from accounting to take advantage of her other degree (in biology from McMaster University) to become an Registered Massage Therapist. She has since stepped away from massage therapy and in the past few years she has since returned to focus solely on accounting. Joanna is proficient in Caseware and corporate tax. Her core work here is with corporate clients.

Joanna was a competitive figure skater growing up but now enjoys the peace and tranquility of Beaver Valley where she enyoys, running, hiking and skiing right out her back door with her husband, Kit, and their chocolate lab, Macy Lu, and there silver lab Charlie Rae. Joanna has also recently picked up the ukulele and hopes to become a rock star some day.

Ted Pollock is a member in good standing with CPA Canada (search for “Theodore Pollock”, Collingwood, ON), CPA Ontario (go to South Central Ontario region (orange) and then to “Collingwood” (pink) and then to “Local Firms (full-time practices) one office only” and to page 19 to find me) Financial Planning Standards Council Canada (see digital certificate on right or go to site and click on “Find Your Financial Planner”. Once there, search “Theodore Pollock” or “Collingwood” to find me) and the Simcoe District Chartered Accountants Association.

Professional Development

2020

Practicing Tax Ethically (Video Tax News)

2019

CRA Audits – Provision and Retention of Documents (Video Tax News)
Driving Client Value Conference(Wealth Stewards)
Important Preparation for the Ethics: Staying Out of Trouble (CPA Ontario)
Waterloo Region Real Estate and Construction Roadshow (BDO Canada)
Fall Business Breakfast (Centre for Business and Economic Development)
Ethics: Staying Out of Trouble (CPA Ontario)

2018

Wealth and Practice Management (Wealth Stewards)
Annual Year End Tax Update (BDO)
Three Years of Private Business Tax Changes (Video Tax News)
Employee or Independent Contractor (CPA Ontario Huronia Chapter)
Networking Between Generations lecture given by Ted (BNI Collingwood Chapter)
Protecting Your Practice & Your Clients – Fraud Mgmt, Treasury Solutions (RBC Collingwood
Branch)
Insurance Tax and Philanthropic Strategies (Wealth Stewards)
Scale Up Your Business (Dr Jamie Doran)
Passive Investments and the Small Business Limit (Wealth Stewards)
Professional Responsibility for Diminished Capacity (Learning Partner)

2017

Accelerating Entrepreneurship (Collingwood Economic Development)
Latest in Taxes for Small Business Owners (BNI Collingwood Chapter)
Tax Update (Wasaga Chamber of Commerce)
Federal Budget Update (Investment Executive)
Transfer of Wealth from a Tax Perspective (TD Presentation)
Ethics and Effective Use of Social Media in Business (Investment Executive)
PFP for CA Firms (Wealth Stewards)
Principal Residence and Taxation (Barrett Tax Law Firm)
Tax Planning with the New Legislation (BDO)
CPA PFP Practice (Wealth Stewards)
Tax Update 2017 (Video Tax News)
Year End Tax Planning (Jamie Golombek Investment Executive)
Tax Update on Course for 2017 (Video Tax News)
Annual Year End Tax Update (BDO)

2016

CRA eService Enhancements (CPA Ontario Webinar)
Living to 100 Workshop CPA Ontario
Private Company Tax Planning (BDO Dunwoody)
Wills and Estates Planning (HGR Graham Law Firm)
Taxation of Portfolio Investments (CPA Ontario)
Year End Tax Planning (Jamie Golombek Investment Executive)
CRA eService Enhancements (CPA Ontario Webinar)
Living to 100 Workshop (CPA Ontario)
Private Company Tax Planning (BDO Dunwoody)
Wills and Estates Planning (HGR Graham Law Firm)
Taxation of Portfolio Investments (CPA Ontario)
Year End Tax Planning (Jamie Golombek Investment Executive)

 2015

Year End Tax Planning 2014 (Investment Executive)
2015 Personal Tax Update (Video Tax News)
New Trust and Estate Tax Rules (BDO Dunwoody)
US Real Estate Investing for Individuals (ICAO CPA Ontario)
Designing Your Retirement Income (ICAO CPA Ontario)
HST and Real Property (ICAO CPA Ontario)
Investing in Life Annuities (CPA Ontario)
Lecture on Alternative Financing (CPA Barrie Chapter)
Annual Tax Update (BDO Ontario)
Ethical Investing (Investment Executive)

2014

Marketing Booster Program for Businesses (BDC)
Personal Tax Update 2014 (Video Tax News)
Federal Budget Update (Investment Executive)
Wealth Management Strategies for Affluent Canadians (ICAO)
Creating a Financial Plan (ICAO)
Best Practices in Tax (CPA Ontario Webinar)
Practice Inspection Program (CPA Ontario Webinar)
Income Tax and Real Estate (CPA Ontario Professional & Executive Program)
Alternative Ways to Own Real Estate than an Opco (CPA Ontario Professional &
Executive Program)
Putting Together an Investor Ready Pitch Presentation (CPA Ontario Webinar)
Tax Update (Waterloo location BDO Dunwoody)

2013

Social Media and E-Marketing for Your Business (Dufferin Chamber of Commerce)
Accounting and Indirect Tax Update for NPO’s (BDO Dunwoody)
Merger of Accounting Professions (ICAO)
US Tax Issues for Canadians (Estate Planning Council of Simcoe)
Unveiling the Retirement Myth (ICAO)
Planning for the Aging Clientele (Investment Executive)
Train the Trainer (CPA Ontario Webinar)
Planned Giving in Estate Matters ((G&E Foundation and Estate Planning)
Family Law and the Income Tax Act (ICAO)
Year End Tax Planning 2013 IE (CIBC Private Wealth Management)
Annual Tax Update 2013 (BDO Dunwoody)

Financial Planning Standards Council