Thompson & Wagner Financial Services Ltd.
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- Developing an approach that include RRSPs, TFSAs, or RESPs,
- Growing your investments through GICs, mutual funds or segregated funds,
- Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
- Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
- Providing you with options for personal health, disability insurance or critical illness insurance.
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs
Our commitment to you
Our team is committed to helping you build and preserve wealth, while providing financial security. Our emphasis is on pursuing a level of excellence within the financial services profession, offering unrivaled Client care and attention with a culture of high ethical standards.
We provide solutions to numerous small businesses and corporate Clients. We take pride in getting to know individuals, building relationships with them, and helping families achieve lifelong financial security. Our commitment to Clients has been recognized through Sun Life as the MAC (multi-advisor corporation) of the Year on a number of occasions.
We are easily accessible with offices in Fairview, at 10115-110th Street and in Peace River, near the downtown on the 1st floor at 10010-98 street.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
All accounts, plans and products
As a leader in individual insurance and wealth, Sun Life offers a full range of trusted products and services that put Clients’ needs first.
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Wishing you a weekend full of sweet moments, family time, and a little bit of chocolate too!
#HappyEaster #EasterWeekend #ThompsonAndWagner #SpringVibes
Wishing you a weekend full of sweet moments, family time, and a little bit of chocolate too!
#HappyEaster #EasterWeekend #ThompsonAndWagner #SpringVibes
Certain terms and conditions may apply. Contact me for more information.
Our office will be closed on Good Friday, April 18 for the Easter holiday. We will reopen on Easter Monday, April 21 with regular hours.
Wishing you and your family a joyful and restful Easter weekend!
#EasterHours #HolidayClosure #ThompsonAndWagner
Our office will be closed on Good Friday, April 18 for the Easter holiday. We will reopen on Easter Monday, April 21 with regular hours.
Wishing you and your family a joyful and restful Easter weekend!
#EasterHours #HolidayClosure #ThompsonAndWagner
Office information
