Personal Tax Services in Collingwood

Ted Pollock CPA CA CFP

At Ted Pollock CPA, we take a personalized, long-term approach to tax planning and preparation. Our goal is to help you make informed decisions today that protect your wealth, family, and estate tomorrow.Every client meets with Ted directly — not just during tax season, but throughout the year as financial or life changes occur. Whether you’re managing investments, preparing for retirement, or planning the sale of a family business, you’ll have the guidance and clarity you need to plan ahead with confidence.

Get Comprehensive Personal Tax Planning With Our Experts

We build tax strategies that evolve with you by offering you the following:

File accurately and confidently, ensuring your T1 return captures every eligible credit and deduction

Maximize your after-tax income through proactive planning for RRSPs, TFSAs, pensions, and investments

Plan ahead for life events — from marriage and retirement to inheritance or the death of a taxpayer — so you’re never caught off guard

Bring all parts of your financial life together by coordinating tax, wealth, and estate strategies with your advisors

Stay informed year-round through annual in-person reviews where we assess your progress and upcoming opportunities

We also work closely with clients who own rental properties or multiple homes, have complex investment portfolios, or receive pension or foreign income. You can reach out to us if you’re navigating estate, inheritance, or family succession planning.

Co-Build Your Tax, Wealth, and Estate Strategy

By integrating your tax, investment, and estate strategies, we help preserve what you’ve built for yourself and for the next generation. We can assist with:

Reviewing your wills and estate documents to ensure tax efficiency and smooth inheritance

Protecting your assets and heirs through well-structured insurance coverage

Preparing for major property sales — from homes and cottages to investment real estate — with clear guidance on capital gains

Coordinating your advisors so accountants, planners, and lawyers work from one cohesive strategy

Dealing with your estate, final returns, and trust filings as needed

Protect and Transition Your Family Farm

We understand that a farm is more than a business, it’s a legacy. Ted provides specialized guidance that helps you protect that legacy and transition it smoothly to the next generation. We partner with a trusted third party to help you:

Minimize tax on farm income through strategic planning of expenses and capital cost allowances

Transfer ownership confidently with intergenerational and estate-equalization strategies that keep family harmony intact

Reduce capital gains tax by applying the exemption on qualified farm property

Simplify complex transitions by working directly with your lawyers and family members to formalize clear succession plans

Related Services

Explore our other specialized services designed to support every stage of your financial life:

Estate Planning

Create a clear, tax-efficient plan for transferring your assets and protecting your family’s future

Learn More

Retirement Planning

Turn your savings and investments into a reliable, tax-smart income stream for the years ahead

Learn More

Cottage & Vacation Transitions

Get specialized guidance for selling, transferring, or inheriting secondary homes and family properties

Learn More

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.

Let’s Talk

Ready to simplify your taxes? Let’s meet in person to review your goals and create a plan that works for you.