Personal Tax Services in Collingwood
Personal Tax Services in Collingwood
Ted Pollock CPA CA CFP
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.
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
Get Comprehensive Personal Tax Planning With Our Experts
We build tax strategies that evolve with you by offering you the following:
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
File accurately and confidently, ensuring your T1 return captures every eligible credit and deduction
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
Maximize your after-tax income through proactive planning for RRSPs, TFSAs, pensions, and investments
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
Plan ahead for life events — from marriage and retirement to inheritance or the death of a taxpayer — so you’re never caught off guard
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
Bring all parts of your financial life together by coordinating tax, wealth, and estate strategies with your advisors
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
Stay informed year-round through annual in-person reviews where we assess your progress and upcoming opportunities
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.
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
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:
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
Reviewing your wills and estate documents to ensure tax efficiency and smooth inheritance
Reviewing your wills and estate documents to ensure tax efficiency and smooth inheritance
Protecting your assets and heirs through well-structured insurance coverage
Protecting your assets and heirs through well-structured insurance coverage
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
Preparing for major property sales — from homes and cottages to investment real estate — with clear guidance on capital gains
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
Coordinating your advisors so accountants, planners, and lawyers work from one cohesive strategy
Coordinating your advisors so accountants, planners, and lawyers work from one cohesive strategy
Dealing with your estate, final returns, and trust filings as needed
Dealing with your estate, final returns, and trust filings as needed
Dealing with your estate, final returns, and trust filings as needed
Protect and Transition Your Family Farm
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:
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
Minimize tax on farm income through strategic planning of expenses and capital cost allowances
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
Transfer ownership confidently with intergenerational and estate-equalization strategies that keep family harmony intact
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
Reduce capital gains tax by applying the exemption on qualified farm property
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
Simplify complex transitions by working directly with your lawyers and family members to formalize clear succession plans
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
Estate Planning
Create a clear, tax-efficient plan for transferring your assets and protecting your family’s future
Create a clear, tax-efficient plan for transferring your assets and protecting your family’s future
Retirement Planning
Retirement Planning
Turn your savings and investments into a reliable, tax-smart income stream for the years ahead
Turn your savings and investments into a reliable, tax-smart income stream for the years ahead
Cottage & Vacation Transitions
Cottage & Vacation Transitions
Get specialized guidance for selling, transferring, or inheriting secondary homes and family properties
Get specialized guidance for selling, transferring, or inheriting secondary homes and family properties
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.