Thompson & Wagner Financial Services Ltd

10/23/2026

The holidays are just around the corner, and so are the expenses that come with them.

Set a budget before you shop. It'll help you enjoy the season without as much financial stress in January.

Need a bit of inspiration? Polish up on your budgeting skills here https://bit.ly/47HQb23

Do you live paycheque to paycheque? No money left over for savings? It’s probably time to make a budget.

10/22/2026

A TFSA is more than just a savings account!

Watch this short video that breaks down TFSAs in easy terms. Discover:
- How it can help you save for various goals
- The tax advantages it offers

Let's discuss how a TFSA could fit into your financial picture!
https://bit.ly/4zORYyh
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Transcript: What is a TFSA? Simply put, a tax-free savings account, or TFSA, is a type of savings account to help save for any need. How does a TFSA work? A TFSA doesn’t have to be a savings account at a bank. A TFSA can contain a variety of investments like: bonds, stocks, mutual funds, and exchange-traded funds. Money, or contributions, that you put into a TFSA, are made with after-tax dollars. This means you’ve already paid income tax, and won’t need to pay again when you make withdrawals in the future. Plus, you won’t pay tax on any investment growth in your TFSA. Whether you’re saving for a dream vacation, your first home, or your retirement, a TFSA can help. What is your TFSA contribution limit? A contribution limit is the maximum amount you can add to your TFSA each year. The annual TFSA contribution limit changes from year to year. The federal government determines these limits. You’re entitled to the lifetime contributions for every year after you turn 18 and are a Canadian resident. For example, let’s say you don’t have a TFSA and were 18 in 2009, when the government introduced the TFSA. In this case, if you were a Canadian resident throughout that entire time, you’d have full contribution room available. But if you became a Canadian resident in 2015, you’d start gaining contribution room then. The best way to find out how much you can contribute to your TFSA is through the Canada Revenue Agency. Whenever you need it, a TFSA is a smart way to save, and see your savings grow – tax-free. Find more tips and tools at sunlife.ca.

Find out how a TFSA is a smart way to save and see your savings gro...

10/21/2026

Markets continued to move higher in Q3, with Canadian and U.S. equities reaching new record highs. While investors remain mindful of factors such as inflation, geopolitical tensions and trade disruptions, strong corporate earnings and ongoing economic growth helped support market confidence.

In times like these, having a clear financial strategy can make all the difference. Let's talk about how today's market environment fits into your long-term goals.

Get the full market update here, and then reach out to set up a time to chat. https://bit.ly/4eKvG8C

10/20/2026

Small Business Week celebrates entrepreneurs like you. Running your own business takes courage, dedication and vision.

Let’s chat about how I can support you with solutions designed for small business owners, from protecting your income to planning for growth.

Want to build a stronger foundation for your future. Reach out today.

10/16/2026

MYTH: You need to be an insurance expert to understand universal life.

REALITY: It’s simpler than you may think. Universal life insurance combines coverage for life with a savings component, called a policy fund, that may grow over time.

Curious about the details? Let’s connect.

10/16/2026

Unexpected health expenses can show up when you least expect them. Personal health insurance can help cover things like prescription drugs, dental care, vision care and more, giving you added peace of mind when provincial coverage doesn't cover it all.

Learn more: https://bit.ly/4B5pKkt

Sunlife can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice.

10/15/2026

Have you considered how a serious illness could affect your finances while you’re still working and supporting your family?

Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.

If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.

Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://bit.ly/4yRgxKL

*Terms and conditions apply

10/14/2026

Life changes, and your financial goals may change too. See how universal life insurance may offer coverage for life, flexible payments and a way to build savings over time.

Could universal life insurance fit your needs? Let’s connect. https://bit.ly/3Wq8KVU

10/13/2026

What's your biggest concern when it comes to life insurance?

📊 Vote in the comments:
1- I'm not sure how much coverage I need
2 - It feels too expensive
3 - I don't know where to start
4 - I'm worried about my family's future
5 - All the above

Life insurance isn't one-size-fits-all. Your situation is unique. We're here to help you find a solution that works for you and your loved ones. Share your thoughts; we'd love to hear from you.

10/12/2026

MYTH: Life insurance is only about leaving money behind.

REALITY: Permanent life insurance can protect you for life and help you build savings over time.

Could it work for you? Let's connect. https://bit.ly/4hIjB5X