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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.
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale
Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.
Reach out to discuss ways your business can give back this holiday season.
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There’s never been a better time to consider permanent life or universal life insurance. Until December 31, you can save 4 months of payments on your first year of coverage with Sun Life. Interested? Let’s connect and chat more!
Estate planning isn't just for the wealthy — it's your family's financial superhero cape. 🦸♀️
Let's chat about making your family's future as bright as your little one's smile. 😊
Let's chat about making your family's future as bright as your little one's smile. 😊
As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️
A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.
Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!
Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.
Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
REMINDER *Office CLOSED EARLY Notice*
Our offices will be closing early on Friday, November 21 at 3pm.
Regular business hours will resume on Monday. Thank you for your understanding - we appreciate your continued support!
- The Thompson & Wagner Financial Services Team
Our offices will be closing early on Friday, November 21 at 3pm.
Regular business hours will resume on Monday. Thank you for your understanding - we appreciate your continued support!
- The Thompson & Wagner Financial Services Team
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!
Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.
#SnowbirdLife #Retirement #SunLifeCanada
🏒 We’re proud to support local youth sports!
Thompson & Wagner Financial Services Ltd. is thrilled to sponsor the Northwest Hockey Club U15AA this season.
Community, teamwork, and dedication—values that build great players and strong futures. 💪
#CommunitySupport #YouthHockey #PeaceCountry #ThompsonAndWagner #SunLife #ProudSponsor
Thompson & Wagner Financial Services Ltd. is thrilled to sponsor the Northwest Hockey Club U15AA this season.
Community, teamwork, and dedication—values that build great players and strong futures. 💪
#CommunitySupport #YouthHockey #PeaceCountry #ThompsonAndWagner #SunLife #ProudSponsor
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly
Remember, a secure business is a successful business.
Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.
#CyberSecurity #CyberMonday #SunLifeCanada
Our own Joel Mengel attended the Peace River Rotaract 2.0 "Thursday Chatter" event November 14 ~ a great time of conversation, connection, and community pride. Everyone gathered to celebrate local vibrancy, belonging, and well-being, and we're excited to see what innovative ideas come next.
Here's to collaboration, connection, and building a stronger Peace Country together!
https://www.peacerotaract.com/
#PeaceCountry #Rotaract #CommunityPride #LocalVibrancy #Innovation #Collaboration #PeaceRiverAB #CommunityConnections
Here's to collaboration, connection, and building a stronger Peace Country together!
https://www.peacerotaract.com/
#PeaceCountry #Rotaract #CommunityPride #LocalVibrancy #Innovation #Collaboration #PeaceRiverAB #CommunityConnections
*Office CLOSED EARLY Notice*
Our offices will be closing early on Friday, November 21 at 3pm.
Regular business hours will resume on Monday. Thank you for your understanding - we appreciate your continued support!
- The Thompson & Wagner Financial Services Team
Our offices will be closing early on Friday, November 21 at 3pm.
Regular business hours will resume on Monday. Thank you for your understanding - we appreciate your continued support!
- The Thompson & Wagner Financial Services Team
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
🌟 Welcome to the team, Kaye! 🌟
We’re excited to officially welcome Kaye Tice, who joined Thompson & Wagner Financial Services this past September as an Advisor Assistant in the Peace River office.
Kaye brings years of business experience, community involvement, and a passion for helping others. We’re so happy to have you on the team, Kaye — welcome! 💛
#Welcome #TeamTandW #PeaceCountry #FinancialServices #CommunityFocused
We’re excited to officially welcome Kaye Tice, who joined Thompson & Wagner Financial Services this past September as an Advisor Assistant in the Peace River office.
Kaye brings years of business experience, community involvement, and a passion for helping others. We’re so happy to have you on the team, Kaye — welcome! 💛
#Welcome #TeamTandW #PeaceCountry #FinancialServices #CommunityFocused
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
🏒 We’re proud to cheer on Alex Roy and the Northwest Hockey Club U13AA this season!
At Thompson & Wagner Financial Services Ltd., we believe in supporting the next generation—both on and off the ice. Teamwork, discipline, and perseverance are the same values that help build strong futures. 💪
#CommunitySupport #YouthHockey #PeaceCountry #ThompsonAndWagner #SunLife #ProudSponsor
At Thompson & Wagner Financial Services Ltd., we believe in supporting the next generation—both on and off the ice. Teamwork, discipline, and perseverance are the same values that help build strong futures. 💪
#CommunitySupport #YouthHockey #PeaceCountry #ThompsonAndWagner #SunLife #ProudSponsor
Rental property or portfolio cash flow?
Access helpful resources on financial knowledge developed by professionals in the industry.
https://www.bmogam.com/ca-en/insights/rental-property-or-portfolio-cash-flow/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.bmogam.com/ca-en/insights/rental-property-or-portfolio-cash-flow/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Behind the scenes at the Canada-U.S. summit
Boost your knowledge with this helpful article.
https://www.bmogam.com/ca-en/insights/weekly-commentary-october-14-behind-the-scenes-at-the-canada-us-summit/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
https://www.bmogam.com/ca-en/insights/weekly-commentary-october-14-behind-the-scenes-at-the-canada-us-summit/
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
The Government of Canada released the 2025 federal budget on November 4 (subject to approval by Parliament). It includes several key measures related to tax cuts and incentives, federal benefits, and support for workers.
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
To find out more, take a look at Sun Life’s summary of the highlights. And if you’d like to chat about how the 2025 budget relates to your financial goals, just call, message or send an email, and let’s talk!
https://www.sunlife.ca/en/investments/market/canada-federal-budget/
🏒 Go Flyers Go! 🧡
Thompson & Wagner Financial Services is proud to support our local Fairview Flyers this season! We’re cheering you on every step of the way — on and off the ice.
Just like the Flyers chase their goals, we can help you achieve yours. Let’s talk!
https://www.fairviewflyers.com/leagues/schedules.cfm?clientid=5412&leagueid=20789
#GoFlyersGo #FairviewFlyers #ThompsonAndWagner #SunLife #CommunityPride #SupportLocalSports #PeaceCountry
Thompson & Wagner Financial Services is proud to support our local Fairview Flyers this season! We’re cheering you on every step of the way — on and off the ice.
Just like the Flyers chase their goals, we can help you achieve yours. Let’s talk!
https://www.fairviewflyers.com/leagues/schedules.cfm?clientid=5412&leagueid=20789
#GoFlyersGo #FairviewFlyers #ThompsonAndWagner #SunLife #CommunityPride #SupportLocalSports #PeaceCountry
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.