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Life's full of unexpected turns. Protect your family with Sun Critical Illness Insurance and save on your first year. Get 3 months of premiums back for adults or 6 months for kids! Offer ends June 30. #FinancialSecurity #FamilyFirst
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

Allocation Views: Balanced risk across assets
Dive into expert insights on building and preserving wealth in today’s economic landscape.
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.
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.

Most Canadians unaware that unused tax credits from prior years are still available: poll
Most Canadians unaware that unused tax credits from prior years are still available.
38% of Canadians believe they may have some unused credits
38% of Canadians believe they may have some unused credits

5 Ways Women Can Avoid Financial Mistakes Inherited From Parents
Gen Z women and 58% of Millennial women consider their parents a trusted source for money advice giving room for inherited financial mistakes to happen

Doctors reveal 7 daily habits that help reduce inflammation naturally
'If people can eat 30 different diverse plant foods over the course of the week, that's very beneficial for gut health,' says Feller. 'And we know that the gut has a big role in terms of immune health and also inflammatory conditions throughout the body.'

HAPPY ADMINISTRATIVE PROFESSIONAL DAY!
Huge shoutout to our incredible dream team - Robbie, Roni, Sherril, Marilyn, & Connie! You keep us organized, on track, and smiling every day. We honestly don't know what we'd do without you - most likely drowning in sticky notes and unanswered emails! Thank you for everything you do - today we celebrate YOU!
Huge shoutout to our incredible dream team - Robbie, Roni, Sherril, Marilyn, & Connie! You keep us organized, on track, and smiling every day. We honestly don't know what we'd do without you - most likely drowning in sticky notes and unanswered emails! Thank you for everything you do - today we celebrate YOU!

HAPPY EASTER from all of us at Thompson & Wagner Financial Services!
Wishing you a weekend full of sweet moments, family time, and a little bit of chocolate too!
#HappyEaster #EasterWeekend #ThompsonAndWagner #SpringVibes
Wishing you a weekend full of sweet moments, family time, and a little bit of chocolate too!
#HappyEaster #EasterWeekend #ThompsonAndWagner #SpringVibes
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30. #FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

EASTER HOLIDAY HOURS
Our office will be closed on Good Friday, April 18 for the Easter holiday. We will reopen on Easter Monday, April 21 with regular hours.
Wishing you and your family a joyful and restful Easter weekend!
#EasterHours #HolidayClosure #ThompsonAndWagner
Our office will be closed on Good Friday, April 18 for the Easter holiday. We will reopen on Easter Monday, April 21 with regular hours.
Wishing you and your family a joyful and restful Easter weekend!
#EasterHours #HolidayClosure #ThompsonAndWagner

Happy 50th Birthday to one of our own here at Thompson & Wagner, Cameron Dechant!
Your guidance and integrity as a one of our leaders has made a lasting impact on us all. Here's to celebrating this milestone and all the exciting chapters ahead. Cheers to you!
Your guidance and integrity as a one of our leaders has made a lasting impact on us all. Here's to celebrating this milestone and all the exciting chapters ahead. Cheers to you!
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.

🎓 Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31! #LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

🏆 Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you. #BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Certain terms and conditions may apply. Contact me for more information.

How Donald Trump's tariff war could hit Canadians' wallets
How Donald Trump's tariff war could hit Canadians' wallets

Government of Canada announces deferral in implementation of change to capital gains inclusion rate - Canada.ca
Government of Canada announces deferral in implementation of change to capital gains inclusion rate

Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.

💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact me for more information.

Should young couples invest together or go it alone?
Should young couples invest together or go it alone?

These families’ financial resolutions help them save as costs climb
These families’ financial resolutions help them save as costs climb

No amount of money can replace good health. But you can always find insurance that's right for you to help protect your finances in case your health takes an unexpected turn. Give me a call to make sure you’re covered.

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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.