Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Love winter sports? Make sure you're covered for the unexpected. From ski injuries to hockey mishaps, the right insurance can help you recover fast. Learn more about your options before you venture out. Let’s chat.
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
Tax season is approaching. Are you leveraging all available strategies to optimize your tax position? Let's review and explore your tax-efficient investment options.
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond. https://advisor.sunlife.ca/thompson.wagner/
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/thompson.wagner/
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
✨ Happy New Year! ✨
From all of us at Thompson & Wagner Financial Services, thank you for your trust and support. Wishing you a year filled with health, happiness, and financial confidence!
From all of us at Thompson & Wagner Financial Services, thank you for your trust and support. Wishing you a year filled with health, happiness, and financial confidence!
SMART goals
Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/thompson.wagner/
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely
For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession
Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/thompson.wagner/
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Is your child's education fund on track?
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/thompson.wagner/
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/thompson.wagner/
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
✨ Happy Holidays & Happy New Year! ✨
As the year comes to a close, all of us at Thompson & Wagner Financial Services want to thank our clients, friends, and community for your continued trust and support.
May the holiday season bring you peace, joy, and meaningful moments with those you love, and may the New Year ahead be filled with good health, opportunity, and confidence in your financial journey. 🎄🥂
Warmest wishes for a wonderful holiday season and a bright New Year!
— Thompson & Wagner Financial Services
As the year comes to a close, all of us at Thompson & Wagner Financial Services want to thank our clients, friends, and community for your continued trust and support.
May the holiday season bring you peace, joy, and meaningful moments with those you love, and may the New Year ahead be filled with good health, opportunity, and confidence in your financial journey. 🎄🥂
Warmest wishes for a wonderful holiday season and a bright New Year!
— Thompson & Wagner Financial Services
✨ We are proud to support Crossroads Resource Centre & Women’s Shelter in Fairview, Alberta! 💜
With kindness of the Sun Life leadership team, Thompson & Wagner Financial Services was able to donate two $300 Visa gift cards to help women and children in our community who are rebuilding their lives with safety, dignity, and hope. 🌟
Together, we’re committed to making a real difference right here at home. 🤝💕
#CommunitySupport #ThompsonWagnerCares #SunLife #FairviewAB #GiveBack #SupportLocal #EndFamilyViolence
With kindness of the Sun Life leadership team, Thompson & Wagner Financial Services was able to donate two $300 Visa gift cards to help women and children in our community who are rebuilding their lives with safety, dignity, and hope. 🌟
Together, we’re committed to making a real difference right here at home. 🤝💕
#CommunitySupport #ThompsonWagnerCares #SunLife #FairviewAB #GiveBack #SupportLocal #EndFamilyViolence
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/thompson.wagner/
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments
Let's make sure your investments are set for 2026. Get in touch today.
https://advisor.sunlife.ca/thompson.wagner/
🎄✨ Friendly Reminder: Holiday Hours ✨🎄
Just a quick reminder of our holiday hours so you can plan ahead:
• Dec 24: 8:30 AM – 12 PM
• Dec 25 & 26: Closed
• Dec 31: 8:30 AM – 12 PM
• Jan 1: Closed
We’ll be back to our regular hours Jan 2. Wishing everyone a safe and joyful holiday season! ❄️🎁
Just a quick reminder of our holiday hours so you can plan ahead:
• Dec 24: 8:30 AM – 12 PM
• Dec 25 & 26: Closed
• Dec 31: 8:30 AM – 12 PM
• Jan 1: Closed
We’ll be back to our regular hours Jan 2. Wishing everyone a safe and joyful holiday season! ❄️🎁
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/thompson.wagner/
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences
Let's meet to discuss your financial roadmap for the year ahead. https://advisor.sunlife.ca/thompson.wagner/
🎅✨ Holiday Hours Alert! ✨🎄
‘Tis the season to take a little break! Here’s when we’ll be open to spread some holiday cheer:
• Dec 24: 8:30 AM – 12 PM
• Dec 25 & 26: Closed (time for cookies and cocoa 🍪☕)
• Dec 31: 8:30 AM – 12 PM
• Jan 1: Closed (Happy New Year! 🎉)
We’ll be back to our regular hours Jan 2—ready to kick off 2026 with you! ❄️🎁
‘Tis the season to take a little break! Here’s when we’ll be open to spread some holiday cheer:
• Dec 24: 8:30 AM – 12 PM
• Dec 25 & 26: Closed (time for cookies and cocoa 🍪☕)
• Dec 31: 8:30 AM – 12 PM
• Jan 1: Closed (Happy New Year! 🎉)
We’ll be back to our regular hours Jan 2—ready to kick off 2026 with you! ❄️🎁
As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/thompson.wagner/
Book a meeting today to:
➡️ Review your financial roadmap
➡️ Discuss any life changes
➡️ Explore strategies for the coming year
Let's work together to set you up for success in the new year! https://advisor.sunlife.ca/thompson.wagner/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Brighten lives with strategic giving
Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/thompson.wagner/
Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.
https://advisor.sunlife.ca/thompson.wagner/
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Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.