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, at 9802-97th Avenue.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Jason, Jasmine, Zach and Joel had a fantastic time at the Peace River Chamber Golf Tournament. Always great to get out of the office, connect with our local business community, and enjoy a little friendly competition along the way.
Thanks to the Peace River & District Chamber of Commerce and everyone involved for putting on another great event!
#PeaceRiver #Community #Teamwork #ChamberGolf
Jason, Jasmine, Zach and Joel had a fantastic time at the Peace River Chamber Golf Tournament. Always great to get out of the office, connect with our local business community, and enjoy a little friendly competition along the way.
Thanks to the Peace River & District Chamber of Commerce and everyone involved for putting on another great event!
#PeaceRiver #Community #Teamwork #ChamberGolf
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
Discussing your preferences and working with legal and tax professionals where needed can help provide greater clarity for you and your loved ones.
Reach out if you'd like to discuss strategies that could support your legacy goals.
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/thompson.wagner/
What does your ideal retirement include? Share one thing in the comments. ⬇️
If you're building toward retirement, together we can review if your financial strategy is aligned with the future you envision. https://advisor.sunlife.ca/thompson.wagner/
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