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
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
Today we celebrate the dads, grandfathers, stepdads, and father figures who lead with strength, love, and wisdom.
At Thompson & Wagner Financial Services, we’re grateful for the dedication and guidance you bring to your families and communities — today and every day.
Wishing you a day filled with appreciation and meaningful moments.
#FathersDay #ThankYouDads #ThompsonAndWagner #PeaceCountryFamilies
Today we celebrate the dads, grandfathers, stepdads, and father figures who lead with strength, love, and wisdom.
At Thompson & Wagner Financial Services, we’re grateful for the dedication and guidance you bring to your families and communities — today and every day.
Wishing you a day filled with appreciation and meaningful moments.
#FathersDay #ThankYouDads #ThompsonAndWagner #PeaceCountryFamilies
Office information
