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
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Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
We’re thrilled to stand behind this incredible local tradition that showcases the grit, talent, and heart of our community. From barrel racing to bull riding, the Fairview Rodeo is a true celebration of Western spirit and hometown pride — and we’re honored to be part of it!
Come out, cheer loud, and enjoy a weekend of fun, family, and rodeo action!
See you in the stands! 🤎💼
#FairviewAmateurRodeo #ThompsonAndWagner #ProudSponsor #PeaceCountryProud #SupportLocal #Rodeo2025 #CommunityStrong #WesternHeritage
We’re thrilled to stand behind this incredible local tradition that showcases the grit, talent, and heart of our community. From barrel racing to bull riding, the Fairview Rodeo is a true celebration of Western spirit and hometown pride — and we’re honored to be part of it!
Come out, cheer loud, and enjoy a weekend of fun, family, and rodeo action!
See you in the stands! 🤎💼
#FairviewAmateurRodeo #ThompsonAndWagner #ProudSponsor #PeaceCountryProud #SupportLocal #Rodeo2025 #CommunityStrong #WesternHeritage
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
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