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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.
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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Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being
Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts
Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!
During retirement, healthcare costs become a crucial consideration. Let's take a proactive approach to your financial well-being by:
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/thompson.wagner/
-Reviewing your health insurance. Is it robust enough for your future needs?
-Exploring your long-term care strategies and protecting your savings from unexpected health expenses
Help secure peace of mind and financial stability. Get in touch to ensure your retirement is as comfortable as you've envisioned. https://advisor.sunlife.ca/thompson.wagner/
🎁 '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
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.