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.
2024-06-20T21:00:00
Fairview Farmers & Merchants Golf Tournament 2024
Thompson & Wagner is a proud supporter of the Farmers & Merchant Golf Tournament hosted by the Fairview & District Chamber of Commerce.
Cheers to all the participants!
https://fairviewchamber.com/farmers-merchants-golf-june-20-2024/
DISCOVER the faces behind our products and services! Our team is comprised of passionate fellow Albertans committed to your financial well-being.
Swipe through to check our talent roster! #MeetTheTeam #WealthEnthusiasts
Swipe through to check our talent roster! #MeetTheTeam #WealthEnthusiasts
DISCOVER the faces behind our products and services! Our team is comprised of passionate fellow Albertans committed to your financial well-being.
Swipe through to check our talent roster! #MeetTheTeam #WealthEnthusiasts
Swipe through to check our talent roster! #MeetTheTeam #WealthEnthusiasts
10 tax ideas to get your personal finances in order
Take control of your personal finances by understanding the industry better. Check out this resource to get started.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. 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. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Anatomy of a Recession
Take control of your personal finances by understanding the industry better. Check out these resources to get started.
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.
Accelerate your dreams!
ACCELERATE YOUR DREAMS! Awesome announcement from Fidelity Investments Canada!
You could win $8,000 and have a chance to bring home ownership a little closer!
The introduction of the First Home Savings Account (FHSA) offers first-time home buyers a flexible new way to save for their purchase of a home. An FHSA has an annual contribution limit of $8,000 and a lifetime contribution limit of $40,000. It allows for tax-free growth, as well as tax deductions on contributions.
You won’t want to miss out on this contest – enter now!
https://go.fidelity.ca/FHSA-Contest.html
Important dates:
Start date: May 1, 2024, at 2:00 p.m. ET
End date: June 30, 2024, at 5:00 p.m. ET
You could win $8,000 and have a chance to bring home ownership a little closer!
The introduction of the First Home Savings Account (FHSA) offers first-time home buyers a flexible new way to save for their purchase of a home. An FHSA has an annual contribution limit of $8,000 and a lifetime contribution limit of $40,000. It allows for tax-free growth, as well as tax deductions on contributions.
You won’t want to miss out on this contest – enter now!
https://go.fidelity.ca/FHSA-Contest.html
Important dates:
Start date: May 1, 2024, at 2:00 p.m. ET
End date: June 30, 2024, at 5:00 p.m. ET
Federal Budget 2024
https://www.sunlifeglobalinvestments.com/en/insights/commentary/market-updates/federal-budget-2024/?spMailingID=49665983&spUserID=MTM3MDQxNzQ3NDYwNAS2&spJobID=2681928338&spReportId=MjY4MTkyODMzOAS2
Grimshaw Business Expo & Hiring Fair 2024h
WE WANT TO SEE YOU!
Come visit with our Associate Advisor, Joel Mengel, and the Grimshaw & District Chamber of Commerce at the Grimshaw Business Expo today April 26th and Saturday April 27th at the Mile Zero Regional Multiplex showcasing our services and Chamber support within the Peace Country.
Joel will be hosting a meet and greet at the Chamber booth representing the Chamber of Commerce Group Benefits Plan. Its a great opportunity to learn more about group coverage available to your business by becoming a Chamber member!
Check out the link for details:
https://allevents.in/grimshaw/200026294873329?ref=sharer
Main: 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Come visit with our Associate Advisor, Joel Mengel, and the Grimshaw & District Chamber of Commerce at the Grimshaw Business Expo today April 26th and Saturday April 27th at the Mile Zero Regional Multiplex showcasing our services and Chamber support within the Peace Country.
Joel will be hosting a meet and greet at the Chamber booth representing the Chamber of Commerce Group Benefits Plan. Its a great opportunity to learn more about group coverage available to your business by becoming a Chamber member!
Check out the link for details:
https://allevents.in/grimshaw/200026294873329?ref=sharer
Main: 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Grimshaw Business Expo & Hiring Fair 2024h
ANNOUNCEMENT!! We are excited to be joining the Grimshaw & District Chamber of Commerce at the upcoming Grimshaw Business Expo April 26th & 27th at the Mile Zero Regional Multiplex showcasing our services & Chamber support within the Peace Country. Come enjoy a chat with one of our Associate Advisors, Joel Mengel, who will be hosting our meet & greet representing the Chamber of Commerce Group Benefits Plan.
Check out the link for details:
https://allevents.in/grimshaw/200026294873329?ref=sharer
Check out the link for details:
https://allevents.in/grimshaw/200026294873329?ref=sharer
Have questions about your financial road map?
Reach to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Reach to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Have questions about your financial road map?
Reach to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Reach to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
GLASS FUSION NIGHT! Celebrating our staff through a fun evening of teambuilding doing glass fusion by Sharon Doucet – Berwyn 50th Avenue Workshop. https://www.facebook.com/share/MVQSnmN64YHdNqq1/?mibextid=PlNXYD
“The strength of the team is each individual member. The strength of each member is the team.” - Phil Jackson
At Thompson & Wagner, our core values shine through our hardworking staff that keep the “cogs” turning every day supporting our operations and client services with dedication. Our staff is forever evolving as they work together individually and together as a cohesive unit.
“Coming together is a beginning, staying together is progress, and working together is success.” - Henry Ford
“The strength of the team is each individual member. The strength of each member is the team.” - Phil Jackson
At Thompson & Wagner, our core values shine through our hardworking staff that keep the “cogs” turning every day supporting our operations and client services with dedication. Our staff is forever evolving as they work together individually and together as a cohesive unit.
“Coming together is a beginning, staying together is progress, and working together is success.” - Henry Ford
Watch video
Uncontrollable events happen in life.
Taking steps to protect your family from the negative affects can give you peace of mind and a financail safety net.
Reach out to see how we can tailor a plan to fit your needs.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Taking steps to protect your family from the negative affects can give you peace of mind and a financail safety net.
Reach out to see how we can tailor a plan to fit your needs.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Uncontrollable events happen in life.
Taking steps to protect your family from the negative affects can give you peace of mind and a financail safety net.
Reach out to see how we can tailor a plan to fit your needs.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Taking steps to protect your family from the negative affects can give you peace of mind and a financail safety net.
Reach out to see how we can tailor a plan to fit your needs.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
What is the true value of advice?
Give us a call and find out.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Give us a call and find out.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
What is the true value of advice?
Give us a call and find out.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Give us a call and find out.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
With over 80 years of collective industry experience in the office, we are ready and able to help you weather any storm.
Want to know how Thompson and Wagner can help you reach your financial goals? Give us a call!
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Want to know how Thompson and Wagner can help you reach your financial goals? Give us a call!
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
With over 80 years of collective industry experience in the office, we are ready and able to help you weather any storm.
Want to know how Thompson and Wagner can help you reach your financial goals? Give us a call!
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Want to know how Thompson and Wagner can help you reach your financial goals? Give us a call!
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Retirement savings calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
FHSA: Tax-Free First Home Savings Account
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
With a world full or acronyms, lingo and intimidating jargon we are here to help. Not only to guide you on your financial journey but to ensure you understand your finances and the affects your decisions have.
Reach out today to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Reach out today to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
With a world full or acronyms, lingo and intimidating jargon we are here to help. Not only to guide you on your financial journey but to ensure you understand your finances and the affects your decisions have.
Reach out today to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Reach out today to see how we can help.
Call: 780-624-1151 or 780-835-2886
Email: thompsonandwagner@sunlife.com
Website: https://advisor.sunlife.ca/thompson.wagner/
Critical illness insurance calculator
Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.
How to keep more of your retirement income and pay less tax
Want to turn your savings into as much retirement income as you can? Try looking at your retirement income through a tax lens.
Health insurance in retirement: How to pay for your health costs
Don't let health care costs change your retirement plans. Here's how you can plan for health insurance in retirement. Visit sunlife.ca to learn more.
5 RRSP Mistakes To Avoid
We asked a certified financial planner to reveal the most common RRSP mistakes he sees – and to suggest simple tips to help steer clear of them....
5 parenting tips for blended families | Sun Life Canada
Many Canadians are struggling as the cost-of-living continues to increase. If you’re worried about your finances, I’m here to help. Check out this article that outlines how to save money even in times of uncertainty.
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 Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.