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Stay informed with whatโs 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.
๐ Go Flyers Go! ๐งก
Thompson & Wagner Financial Services is proud to support our local Fairview Flyers this season! Weโre cheering you on every step of the way โ on and off the ice.
Just like the Flyers chase their goals, we can help you achieve yours. Letโs 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! Weโre cheering you on every step of the way โ on and off the ice.
Just like the Flyers chase their goals, we can help you achieve yours. Letโs talk!
https://www.fairviewflyers.com/leagues/schedules.cfm?clientid=5412&leagueid=20789
#GoFlyersGo #FairviewFlyers #ThompsonAndWagner #SunLife #CommunityPride #SupportLocalSports #PeaceCountry
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
๐ฅ Proud to support the Fairview Curling Club!
Thompson & Wagner Financial Services cheers on all leagues โ Sturling, Ladies, Menโs, Mixed, and Juniors โ for a fun and competitive 2025โ2026 season. Good luck and good curling! ๐ Check out the link for Bonspiel dates:
https://fairviewcurling.com/
#FairviewCurling #SupportLocal #Thompson&Wagner
Thompson & Wagner Financial Services cheers on all leagues โ Sturling, Ladies, Menโs, Mixed, and Juniors โ for a fun and competitive 2025โ2026 season. Good luck and good curling! ๐ Check out the link for Bonspiel dates:
https://fairviewcurling.com/
#FairviewCurling #SupportLocal #Thompson&Wagner
The Fed is likely to keep cutting interest rates, but multiple dangers lurk, CNBC survey finds
The Federal Reserve is expected to lower interest rates by a quarter point at its meeting this week and could cut at the next two meetings as well, according to the October CNBC Fed Survey.
Breast cancer survivor Verlena Mooney-Newell is Fit To Live
Corporate executive turned wellness entrepreneur shares how surviving breast cancer at 35 led her to create a movement empowering women through faith and fitness.
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Happy Halloween from all of us at Thompson & Wagner Financial Services!
๐ Nothing like a little pumpkin carving to get into the Halloween spirit! ๐ป
Wishing everyone a fun & safe night with the little trick-or-treaters! ๐ฌโจ
#TeamTW #HalloweenFun #ThompsonAndWagner
๐ Nothing like a little pumpkin carving to get into the Halloween spirit! ๐ป
Wishing everyone a fun & safe night with the little trick-or-treaters! ๐ฌโจ
#TeamTW #HalloweenFun #ThompsonAndWagner
Our PEACE RIVER OFFICE Has Moved!
We're excited to share that Thompson & Wagner Financial Services (Sun Life) Peace River office has a new home! You can now find us at 9802 - 97th Avenue, Peace River.
We want to ensure our valued clients are aware of our new location for any upcoming appointments or visits. Our team looks forward to welcoming you and continuing to provide the same trusted advice, personal service, and financial guidance you've come to rely on.
Thank you for your continued trust and support - we can't wait to see you at our new office!
#thompson&wagner #newlocation #trustedadvice
We're excited to share that Thompson & Wagner Financial Services (Sun Life) Peace River office has a new home! You can now find us at 9802 - 97th Avenue, Peace River.
We want to ensure our valued clients are aware of our new location for any upcoming appointments or visits. Our team looks forward to welcoming you and continuing to provide the same trusted advice, personal service, and financial guidance you've come to rely on.
Thank you for your continued trust and support - we can't wait to see you at our new office!
#thompson&wagner #newlocation #trustedadvice
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
Hereโs how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
We've Moved!
We're excited to share that Thompson & Wagner Financial Services (Sun Life) Peace River office has a new home! You can now find us at 9802 - 97th Avenue, Peace River.
We want to ensure our valued clients are aware of our new location for any upcoming appointments or visits. Our team looks forward to welcoming you and continuing to provide the same trusted advice, personal service, and financial guidance you've come to rely on.
Thank you for your continued trust and support - we can't wait to see you at our new office!
#thompson&wagner #newlocation #trustedadvice
We're excited to share that Thompson & Wagner Financial Services (Sun Life) Peace River office has a new home! You can now find us at 9802 - 97th Avenue, Peace River.
We want to ensure our valued clients are aware of our new location for any upcoming appointments or visits. Our team looks forward to welcoming you and continuing to provide the same trusted advice, personal service, and financial guidance you've come to rely on.
Thank you for your continued trust and support - we can't wait to see you at our new office!
#thompson&wagner #newlocation #trustedadvice
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap
#WealthManagement #FinancialRoadmap
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
Sun Life One Plan is a powerful tool to help you:
โ Create a quick retirement plan
โ Set achievable retirement goals
โ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan
To all the dedicated small business owners: Your passion and resilience drive our communities. We salute your spirit and hard work in turning your dreams into reality.
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
#SmallBusinessWeek #CanadianSmallBusiness
Your success is our success. Let's build a brighter future together!
Sun Life supports you with:
-Customized financial solutions
-Protection advice
-Resources for growth
#SmallBusinessWeek #CanadianSmallBusiness
๐ It's Small Business Week 2025! ๐
To all you dreamers, doers and go-getters โ your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
To all you dreamers, doers and go-getters โ your passion fuels our communities and your creativity inspires us.
This week, we celebrate small business owners. Keep dreaming big, being bold and making magic happen. We're cheering for you!
#SmallBusinessWeek2025 #EntrepreneurSpirit
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
Watch video
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.
Happy Thanksgiving!
Happy Thanksgiving!
Have questions?
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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.