Wagner Livock & Associates Financial Services Inc

Wagner Livock & Associates Financial Services Inc We are a team dedicated to helping our clients achieve financial success. We are a team of advisors dedicated to helping our clients achieve financial success.

In today's world, we believe a team approach allows our organization to provide high quality information about financial products and services. Growing and protecting the income you and your family depend on is a challenge. Whether it’s through life insurance, health insurance or an investment strategy, we can offer solutions to help you build lifetime financial security


We are Sun Life advisors

. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a...
09/03/2026

Retirement looks different for everyone. Whether you’re planning to slow down, travel, or explore new passions, having a thoughtful strategy can help you get there with confidence. Explore ways to transition your savings into income that supports the lifestyle you envision. Let’s build a strategy that helps you move into retirement with clarity and confidence. https://bit.ly/4gVSIdk

As wealth grows, financial priorities often become more complex. Are your investments, tax strategies, estate plans and ...
09/01/2026

As wealth grows, financial priorities often become more complex.

Are your investments, tax strategies, estate plans and protection solutions all working together toward the same goals? It may be worth reviewing how these areas fit together based on your circumstances.

What is your main financial priority right now? ⬇️ Share below:
• Growing wealth
• Protecting wealth
• Leaving a legacy
• Creating retirement income

Want your money to work for your family's future? 💰  Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4qGsuQt

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect wh...
08/27/2026

Your retirement is too important to leave to chance. 🎯Market volatility is real. But you have options to help protect what you've built.

Let’s connect to guide you toward a retirement strategy that fits your needs. https://bit.ly/4gwoIEp

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4gjA5AX

What is your financial personality type? 💸 When it comes to managing money, everyone has a unique style. Are you: 🏅 The ...
08/21/2026

What is your financial personality type? 💸

When it comes to managing money, everyone has a unique style. Are you:
🏅 The Ultimate Planner – Your spreadsheet is your best friend.
👜 The Balanced Enjoyer – You save diligently but never skip out on a great coffee.
💳 The Passive Saver – You prefer a hands-off, set-it-and-forget-it approach.

No matter your style, the best financial habits are the ones that work for your lifestyle. Drop your emoji in the comments below! 👇

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your va...
08/18/2026

How will your wealth support your loved ones? We can help you create a wealth transfer strategy that aligns with your values and provides for those who matter most. Let's build a roadmap that works for your family.

Let's connect and start planning today. https://bit.ly/4gi2RAp

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first st...
08/13/2026

Whether you dream of traveling, more family time, or simply slowing down. A thoughtful financial roadmap is the first step to feeling confident about your future.

What matters most to you in retirement? Tell us in the comments. We're here to listen. 👇

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to p...
08/11/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/08/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/4wOUjID

Address

379 Queen Street S # 2
Kitchener, ON
N2G1W6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15195704633

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