Wagner Livock & Associates

Job title: Financial Services Inc.

Languages spoken: English

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
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Let's work together

Let's work together

For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

 

We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:

 

  • Developing an approach that include RRSPs, TFSAs, or RESPs,
  • Growing your investments through GICs, mutual funds or segregated funds,
  • Protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
  • Converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
  • Providing you with options for personal health, disability insurance or critical illness insurance.

 

You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.


Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

Bank of Canada's cutting cycle a 'big tailwind for Canadians': economist - BNN Bloomberg

One economist says that over the longer term, Canada’s interest rate-cutting cycle will spur strong economic growth relative to the U.S.
Seven taxes on investments you need to know about

Seven taxes on investments you need to know about

Make the most out of your investments by understanding how taxes affect them. Learn more in this article and reach out to us if you'd like to discuss your portfolio.
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.

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Sunlife
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.