Address:
10115-110 Street, Box 1569 Fairview, Alberta T0H 1L0
Languages:
English
Phone:
780-835-2886
Email:

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Notices
I am pleased to be associated with Thompson & Wagner Financial Services Ltd.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*The advisors at Thompson & Wagner Financial Serv are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life Financial group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.