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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
Greater wealth can bring greater complexity. From tax-aware approaches to estate considerations, having a thoughtful plan in place can help you protect and preserve what matters most — today and for the future. Let’s help simplify your next steps with a personalized roadmap. https://advisor.sunlife.ca/thompson.wagner/
When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next. https://advisor.sunlife.ca/thompson.wagner/
Ease into retirement with Sun Life One Plan
Your retirement plan should feel unique and tailored to you. Sun Life One Plan can help bring your goals, investments and income strategy together so you can see what’s possible. Get in touch to start planning your dream retirement. https://advisor.sunlife.ca/thompson.wagner/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
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Unexpected events don’t send calendar invites. A back-up plan can help your business stay steady if a key person becomes suddenly unavailable, or revenue unexpectedly dips. Let’s pressure-test “what ifs” for your business and build a strategy that helps protect both your company and your personal finances. https://advisor.sunlife.ca/thompson.wagner/
Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options. https://advisor.sunlife.ca/thompson.wagner/
Prediabetes: 3 lifestyle changes lower chronic disease risk by 21%
A new study has found that, in a group of adults with prediabetes, lifestyle modifications were more effective at preventing multiple chronic conditions, including type 2 diabetes, than metformin or placebo.
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
A growing family is exciting — and it changes everything from monthly cash flow to longer-term goals. Childcare, activities, housing, education… it adds up fast. A realistic plan can help you balance today’s costs while still making progress on what matters most.
A great day on the course June 18th at the Farmers & Merchants Annual Golf Tournament hosted by the Fairview District Chamber of Commerce! ⛳
It’s always a pleasure to step away from the daily grind, connect with local business owners and farming operations, and enjoy the strong sense of community that makes our region so special.
Ken, Joel, and Bryton were proud to represent Thompson & Wagner Financial Services and had a fantastic time. Thank you to the Chamber for organizing another great event!
It’s always a pleasure to step away from the daily grind, connect with local business owners and farming operations, and enjoy the strong sense of community that makes our region so special.
Ken, Joel, and Bryton were proud to represent Thompson & Wagner Financial Services and had a fantastic time. Thank you to the Chamber for organizing another great event!
Peace River River Days June 19-21 was another great reminder of what makes our community so special. ☀️
From the beautiful weather to the smiling faces and community spirit, it was wonderful to see so many people come together and enjoy the weekend.
A special thank you to everyone who volunteered their time to help make the event a success, including our own Joel Mengel, who was happy to spend part of his weekend lending a hand as the MC and supporting the community.
We’re grateful to be part of a town where people continue to show up for one another and help create events that bring us all together.
Until next year, River Days! 🎉
From the beautiful weather to the smiling faces and community spirit, it was wonderful to see so many people come together and enjoy the weekend.
A special thank you to everyone who volunteered their time to help make the event a success, including our own Joel Mengel, who was happy to spend part of his weekend lending a hand as the MC and supporting the community.
We’re grateful to be part of a town where people continue to show up for one another and help create events that bring us all together.
Until next year, River Days! 🎉
As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.
A tax refund can feel like “extra” money — but it can also be a powerful planning moment. Putting it toward the right goal (RRSP, TFSA, debt strategy, or a targeted savings plan) can help you build momentum. The best move depends on your priorities — and your timeline. Let’s chat about your goals.
Your retirement plan should feel personal — not generic. Sun Life One Plan can help bring your goals, investments and income strategy together into one clear financial roadmap, so you can see what’s possible and adjust as life changes. What would you like your retirement to look like? https://advisor.sunlife.ca/thompson.wagner/
#SunLifeOnePlan #RetirementPlanning
#SunLifeOnePlan #RetirementPlanning
A business built for the long term needs more than cash flow. Clear routines, healthy boundaries and the right support helps teams stay engaged and productive. Let’s chat about how we can work together to support your staff and business goals.
Your mortgage is likely one of your biggest financial commitments. What happens to it if something unexpected occurs? Mortgage protection insurance helps ensure your family can keep your home secure, no matter what life brings. Let's review your coverage and give you peace of mind. Reach out to discuss your options today.
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
Congratulations on graduating! Now comes the next chapter, managing student debt while building your future. From repayment strategies to integrating loans into your financial roadmap, let's make sure you're set up for success. Whether it's buying a first home or saving for further education, we can help you navigate it all. Let's talk!
Good luck to all the contestants heading into the Clear River Ranch Rodeo – June 13 & 14, 2026! 🤠🐎
Wishing everyone a safe, wild, and exciting weekend filled with great rides, strong competition, and unforgettable moments. There’s nothing like rodeo season and the incredible community that comes with it.
We’ll be cheering you all on — ride hard and stay safe!
Wishing everyone a safe, wild, and exciting weekend filled with great rides, strong competition, and unforgettable moments. There’s nothing like rodeo season and the incredible community that comes with it.
We’ll be cheering you all on — ride hard and stay safe!
When your finances are complex, an intentional strategy can be helpful. Coordinating taxes, investments and protection can help you preserve what you’ve built — and make it easier to pass on. Transferring wealth can be about more than assets; it’s about values, fairness, and protecting the people you care about. With the right planning, you can help reduce friction, manage tax impacts and keep your legacy aligned with your wishes. Let’s talk about a strategy that works best for your family and future. https://advisor.sunlife.ca/thompson.wagner/
Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
Thinking about retirement? Move from “a number” to a real plan. Income, timing, taxes and how you’ll use your savings all work better when they’re aligned. The sooner you explore your options, the more choices you may have later.
Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://advisor.sunlife.ca/thompson.wagner/
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.