Travis Thompson - Advisor, Sun Life

Travis Thompson - Advisor, Sun Life Helping real people plan for their financial future and protect what they love.

Golden Horseshoe | Advisor | Sun Life
DM me anytime, zero pressure, just clarity.

Living with diabetes can be challenging. You deserve the peace of mind that comes with protecting what matters most. If...
01/08/2026

Living with diabetes can be challenging. You deserve the peace of mind that comes with protecting what matters most.

If you live with Type 1, 2, gestational or pre-diabetes, book some time with me to discuss your protection options.

https://bit.ly/4pzicPZ

As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate you...
01/02/2026

As we welcome 2026, your financial well-being remains top priority. This year let’s chat about how we can illuminate your path to financial security. Your tomorrow starts today! Let's put a plan in motion.

https://bit.ly/4pX1JWC

Last minute Christmas gift idea? Parents, grandparents, relatives and friends can contribute money into an RESP (up to a...
12/20/2025

Last minute Christmas gift idea? Parents, grandparents, relatives and friends can contribute money into an RESP (up to a lifetime contribution of $50,000 per child).

The Canadian government will match 20% of your annual contributions, up to $500 per year, to a lifetime maximum of $7,200. Setting up it late? Don't worry, we can review how you can benefit from unused grant opportunity.

Get in touch to set up an RESP or to learn more.

https://bit.ly/4pNZhSj

As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to ...
12/19/2025

As the year winds down, consider a financial health check-in! A comprehensive review can help ensure you're on track to meet your goals.

Book a meeting today to:

- Review your financial roadmap
- Discuss any life changes
- Explore strategies for the coming year

Let's work together to set you up for success in the new year! https://bit.ly/4s5iIYj

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
12/13/2025

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4iUX98s.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.



https://bit.ly/4q7jzpp

Quality time with loved ones is priceless. Help protect those precious moments with family insurance. Let's connect and ...
12/08/2025

Quality time with loved ones is priceless. Help protect those precious moments with family insurance. Let's connect and see how you can protect what matters most.



https://bit.ly/4pRCIeX

Why I say: “Let’s plan for your financial future and protect what you love.”Because I’ve seen what happens when people d...
06/19/2025

Why I say: “Let’s plan for your financial future and protect what you love.”

Because I’ve seen what happens when people don’t.

I’ve seen young families lose a parent with no coverage. I've seen a critical illness bring life to an abrupt stop. I’ve seen seniors outlive their savings. I’ve seen people guessing their way through huge decisions with no strategy.

But I’ve also seen the other side, people with peace of mind, protected families, growing investments, and no more second-guessing.

That’s why I do this work. And why I say:

Let’s plan for your financial future and protect what you love.

Not someday. Not “when life slows down.” Let’s do it now.

Message me if you’re ready to stop guessing and start building.

Finances can feel like a complex and frustrating puzzle. But with the right strategy, everything falls into place. Let’s...
02/16/2025

Finances can feel like a complex and frustrating puzzle. But with the right strategy, everything falls into place. Let’s solve yours together!

Wealth doesn’t grow overnight, but it starts with the right seeds. Plant yours today.
02/16/2025

Wealth doesn’t grow overnight, but it starts with the right seeds.
Plant yours today.

"Do not save what is left after spending, but spend what is left after saving.'' - Warren BuffettWealth Management - Inv...
01/16/2025

"Do not save what is left after spending, but spend what is left after saving.'' - Warren Buffett

Wealth Management - Investment Strategies - Insurance - Business Solutions - Estate Planning

Let's plan for your financial future and protect what you love.

Email me at [email protected] or call 905-321-5577 to setup a virtual or in-person meeting.

Address

80 King Street, Suite 501
Saint Catharines, ON
L2R7G1

Telephone

+19053215577

Website

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