Wealth & Financial Advisory Services
Ted Pollock CPA CA CFP
At Ted Pollock CPA, we believe sound financial advice starts with understanding your life. We take the time to understand where you are today and where you want to be tomorrow — whether that means retiring comfortably, growing your investments, or planning your estate. The advice we provide is tailored to your situation to give you clarity and peace of mind.
Wealth & Financial Advisory Services
Ted Pollock CPA CA CFP
At Ted Pollock CPA, we believe sound financial advice starts with understanding your life. We take the time to understand where you are today and where you want to be tomorrow — whether that means retiring comfortably, growing your investments, or planning your estate. The advice we provide is tailored to your situation to give you clarity and peace of mind.
Wealth & Financial Advisory Services
Ted Pollock CPA CA CFP
At Ted Pollock CPA, we believe sound financial advice starts with understanding your life. We take the time to understand where you are today and where you want to be tomorrow — whether that means retiring comfortably, growing your investments, or planning your estate. The advice we provide is tailored to your situation to give you clarity and peace of mind.
Financial Advice That Puts You First
Our advisory services are built on three principles:
Integration
Every plan connects your tax, business, and investment strategy
Personalization
We meet you where you are, your goals drive every recommendation
Education
You’ll always understand why we’re recommending something, not just what
Real Estate Accounting & Investment Planning
Real Estate Accounting & Investment Planning
Real estate is one of the most significant financial decisions most Canadians make, and one of the most complex from a tax perspective. We can help you:
Real estate is one of the most significant financial decisions most Canadians make, and one of the most complex from a tax perspective. We can help you:
Understand the real numbers behind your real estate investments through clear accounting and reporting
Understand the real numbers behind your real estate investments through clear accounting and reporting
Understand the real numbers behind your real estate investments through clear accounting and reporting
Reduce tax exposure when selling cottages, secondary properties, or investment holdings
Reduce tax exposure when selling cottages, secondary properties, or investment holdings
Reduce tax exposure when selling cottages, secondary properties, or investment holdings
Structure ownership strategically to protect assets and manage rental income smoothly
Structure ownership strategically to protect assets and manage rental income smoothly
Structure ownership strategically to protect assets and manage rental income smoothly
Plan long-term property investments that fit your overall financial and retirement goals
Plan long-term property investments that fit your overall financial and retirement goals
Plan long-term property investments that fit your overall financial and retirement goals
Avoid costly surprises by understanding GST/HST and development obligations before you buy or build
Avoid costly surprises by understanding GST/HST and development obligations before you buy or build
Avoid costly surprises by understanding GST/HST and development obligations before you buy or build
If you own multiple properties or are considering selling, developing, or transferring real estate, we’ll help you understand the financial and tax implications before you make your next move.
If you own multiple properties or are considering selling, developing, or transferring real estate, we’ll help you understand the financial and tax implications before you make your next move.
Retirement Planning
Retirement Planning
Planning for retirement involves more than saving, it’s about timing, structure, and tax efficiency. We help clients nearing or in retirement with:
Planning for retirement involves more than saving, it’s about timing, structure, and tax efficiency. We help clients nearing or in retirement with:
Maximizing your after-tax income by structuring RRSP, TFSA, and pension withdrawals efficiently
Maximizing your after-tax income by structuring RRSP, TFSA, and pension withdrawals efficiently
Maximizing your after-tax income by structuring RRSP, TFSA, and pension withdrawals efficiently
Sharing income strategically with a spouse or family to reduce your overall tax burden
Sharing income strategically with a spouse or family to reduce your overall tax burden
Sharing income strategically with a spouse or family to reduce your overall tax burden
Transitioning out of your business smoothly, balancing succession goals with personal wealth planning
Transitioning out of your business smoothly, balancing succession goals with personal wealth planning
Transitioning out of your business smoothly, balancing succession goals with personal wealth planning
Growing and preserving wealth through diversified portfolios and tax-efficient dividend strategies
Growing and preserving wealth through diversified portfolios and tax-efficient dividend strategies
Growing and preserving wealth through diversified portfolios and tax-efficient dividend strategies
Preparing early for the sale or divestiture of a business to retire on your own terms
Preparing early for the sale or divestiture of a business to retire on your own terms
Preparing early for the sale or divestiture of a business to retire on your own terms
Coordinating your will and your life insurance
Coordinating your will and your life insurance
Coordinating your will and your life insurance
Estate Planning & Family Succession
Estate Planning & Family Succession
Estate planning is about protecting what you’ve built and ensuring it transitions smoothly to the next generation. We work closely with clients and their legal advisors to create clear, tax-efficient estate plans that reflect family values and financial realities. Our estate planning support helps you:
Estate planning is about protecting what you’ve built and ensuring it transitions smoothly to the next generation. We work closely with clients and their legal advisors to create clear, tax-efficient estate plans that reflect family values and financial realities. Our estate planning support helps you:
Preserve family wealth through tax-efficient wills and estate documents
Preserve family wealth through tax-efficient wills and estate documents
Preserve family wealth through tax-efficient wills and estate documents
Simplify the process of final tax returns and post-mortem filings
Simplify the process of final tax returns and post-mortem filings
Simplify the process of final tax returns and post-mortem filings
Transfer ownership fairly with clear family and corporate succession plans
Transfer ownership fairly with clear family and corporate succession plans
Transfer ownership fairly with clear family and corporate succession plans
Ensure liquidity and fairness using insurance for estate equalization
Ensure liquidity and fairness using insurance for estate equalization
Ensure liquidity and fairness using insurance for estate equalization
Protect future generations with estate freezes and intergenerational wealth transfers
Protect future generations with estate freezes and intergenerational wealth transfers
Protect future generations with estate freezes and intergenerational wealth transfers
Avoid unnecessary tax burdens when selling property or business assets after death
Avoid unnecessary tax burdens when selling property or business assets after death
Avoid unnecessary tax burdens when selling property or business assets after death
We coordinate closely with lawyers, insurance professionals, and financial planners so every piece of your plan works together seamlessly.
We coordinate closely with lawyers, insurance professionals, and financial planners so every piece of your plan works together seamlessly.
Investment & Business Valuation Advisory
Investment & Business Valuation Advisory
Every financial decision should be backed by a solid understanding of value — whether it’s your portfolio or your business. We assist you to:
Every financial decision should be backed by a solid understanding of value — whether it’s your portfolio or your business. We assist you to:
Evaluate your investment portfolio for performance, diversification, and tax efficiency
Evaluate your investment portfolio for performance, diversification, and tax efficiency
Evaluate your investment portfolio for performance, diversification, and tax efficiency
Understand the true value of your business, including how it contributes to your personal net worth
Understand the true value of your business, including how it contributes to your personal net worth
Understand the true value of your business, including how it contributes to your personal net worth
Protect your ownership interests with well-structured shareholder and buy-sell agreements
Protect your ownership interests with well-structured shareholder and buy-sell agreements
Protect your ownership interests with well-structured shareholder and buy-sell agreements
Navigate complex clauses like shotgun, tag-along, and drag-along provisions with clarity
Navigate complex clauses like shotgun, tag-along, and drag-along provisions with clarity
Navigate complex clauses like shotgun, tag-along, and drag-along provisions with clarity
Secure continuity through key personal insurance and risk management strategies
Secure continuity through key personal insurance and risk management strategies
Secure continuity through key personal insurance and risk management strategies
Preserve family legacy through accurate valuation of farm and business assets for succession
Preserve family legacy through accurate valuation of farm and business assets for succession
Preserve family legacy through accurate valuation of farm and business assets for succession
Ted’s early training in business valuation (CBV-track) gives clients unique insight into how to measure and protect the true value of their enterprise.
Ted’s early training in business valuation (CBV-track) gives clients unique insight into how to measure and protect the true value of their enterprise.
Let’s Talk
Whether you’re preparing for retirement, building wealth through real estate, or planning your estate, we’d love to help you make a clear, confident plan.
Let’s Talk
Whether you’re preparing for retirement, building wealth through real estate, or planning your estate, we’d love to help you make a clear, confident plan.
Let’s Talk
Whether you’re preparing for retirement, building wealth through real estate, or planning your estate, we’d love to help you make a clear, confident plan.