Stay informed
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.
Planning that dream summer getaway? Travel insurance is your safety net. From medical emergencies to trip cancellations, the right coverage means you can explore the world with confidence. Don't let unexpected costs derail your plans. You want to be protected for every adventure. What's your next destination?
Your leisure goals matter just as much as your long-term plans. Whether it's a dream vacation or a weekend getaway, let's build a savings strategy that lets you enjoy life now while securing your future. Small contributions can add up fast. Let’s chat about options that work for you. https://advisor.sunlife.ca/thompson.wagner/
📣 Happening THIS WEEK in Peace River!
Join us for a FREE seminar: Being Prepared Made Simple
🗓️ April 30, 2026
⏰ 12 PM & 7 PM
📍 Emerald Room at the Peace Valley Inn, Peace River, Alberta
This is a practical and informative session on planning ahead and easing the burden on your loved ones.
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
Have your questions answered by trusted professionals in a relaxed and welcoming environment.
📞 Call: 780-624-1010
📧 events@peacevalleyfuneral.ca
We’d love to see you there!
Join us for a FREE seminar: Being Prepared Made Simple
🗓️ April 30, 2026
⏰ 12 PM & 7 PM
📍 Emerald Room at the Peace Valley Inn, Peace River, Alberta
This is a practical and informative session on planning ahead and easing the burden on your loved ones.
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
Have your questions answered by trusted professionals in a relaxed and welcoming environment.
📞 Call: 780-624-1010
📧 events@peacevalleyfuneral.ca
We’d love to see you there!
Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort. #SunLifeOnePlan
📣 Happening THIS WEEK in Fairview!
Join us for a FREE seminar: Being Prepared Made Simple
🗓️ April 29, 2026
⏰ 12 PM & 7 PM
📍 Fairview Legion, Fairview, Alberta
This is a practical and informative session on planning ahead and easing the burden on your loved ones.
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
Have your questions answered by trusted professionals in a comfortable setting.
📞 Call: 780-835-3306
📧 events@peacevalleyfuneral.ca
We’d love to see you there!
Join us for a FREE seminar: Being Prepared Made Simple
🗓️ April 29, 2026
⏰ 12 PM & 7 PM
📍 Fairview Legion, Fairview, Alberta
This is a practical and informative session on planning ahead and easing the burden on your loved ones.
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
Have your questions answered by trusted professionals in a comfortable setting.
📞 Call: 780-835-3306
📧 events@peacevalleyfuneral.ca
We’d love to see you there!
We’re proud to introduce the newest addition to our team — Bryton Wagner!
Bryton joined Thompson & Wagner Financial Services, Sun Life in January 2026, continuing a family legacy rooted in trust, hard work, and strong client relationships. As the grandson of co-founder Cliff Wagner, he brings a deep connection to our firm’s history along with a fresh, driven perspective.
His path has been anything but conventional — from years in the oilfield to a successful career at CIBC, where he strengthened his financial expertise. This diverse background gives him a unique understanding of the challenges and opportunities our clients face, particularly in the energy and business sectors.
Bryton is passionate about building authentic, long-term relationships and helping families and business owners achieve financial security and peace of mind.
We’re excited for what’s ahead — please join us in welcoming Bryton!
Bryton joined Thompson & Wagner Financial Services, Sun Life in January 2026, continuing a family legacy rooted in trust, hard work, and strong client relationships. As the grandson of co-founder Cliff Wagner, he brings a deep connection to our firm’s history along with a fresh, driven perspective.
His path has been anything but conventional — from years in the oilfield to a successful career at CIBC, where he strengthened his financial expertise. This diverse background gives him a unique understanding of the challenges and opportunities our clients face, particularly in the energy and business sectors.
Bryton is passionate about building authentic, long-term relationships and helping families and business owners achieve financial security and peace of mind.
We’re excited for what’s ahead — please join us in welcoming Bryton!
Your tax refund is an opportunity to invest in the future. Instead of letting it sit, let's explore smart ways to put it to work. From RRSP contributions to investment strategies, there are options to help grow your wealth. Let's explore what works best for your goals. https://advisor.sunlife.ca/thompson.wagner/
Happy Professional Administrative Day — a day late, but certainly not forgotten 💛
We’d like to take a moment to recognize and celebrate the incredible staff who keep the wheels turning at Thompson & Wagner Financial Services, Sun Life.
Robbie, Roni, Sherril, Connie, Kaye, and Liz — each of you plays a vital role and brings so much dedication, care, and hard work to everything you do. Whether supporting operations or working directly with clients, you are a huge part of the experience we provide every day.
Thank you for everything you do to support your team and our clients every single day. We appreciate you more than words can say.
— From the advisor team: Ken, Cam, Joel, Bryton & Jayde
We’d like to take a moment to recognize and celebrate the incredible staff who keep the wheels turning at Thompson & Wagner Financial Services, Sun Life.
Robbie, Roni, Sherril, Connie, Kaye, and Liz — each of you plays a vital role and brings so much dedication, care, and hard work to everything you do. Whether supporting operations or working directly with clients, you are a huge part of the experience we provide every day.
Thank you for everything you do to support your team and our clients every single day. We appreciate you more than words can say.
— From the advisor team: Ken, Cam, Joel, Bryton & Jayde
Thinking about retirement? You're not alone — and the good news is you don't have to navigate it solo. Let's create a personalized retirement roadmap. Together we can explore income strategies, investment options and timelines that fit your vision. Get in touch today!
Growing your business means managing more than just revenue. Smart cash-flow planning helps you balance reinvestment with personal financial security.
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Let's explore strategies to optimize how money flows through your business and into your personal wealth roadmap. Book a Sun Life One Plan conversation today.
#SunLifeOnePlan
Changing jobs or wrapping up your career? It's the perfect time to review your investments and benefits. Let's talk about transitioning your group investments smoothly and planning your next chapter. Whether it's consolidating accounts or adjusting your strategy, we're here to help.
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
https://www.sunlife.ca/en/choices/leaving-group-investments/
#CareerTransition #InvestmentPlanning
Help make money discussions in your family normal. Simple conversations can help build strong habits. Get in touch for age-appropriate tips for your kid(s). Ask for our family finance checklist.
#FamilyFinances #FinancialLiteracy
#FamilyFinances #FinancialLiteracy
Spring is here, and so is home buying season! 🏡
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/thompson.wagner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Whether you're a first-time buyer or ready to upgrade, now is the ideal time to explore your options. From mortgages to insurance protection, let's explore how to turn your homeownership dream into a reality.
Ready to take the next step? Reach out to discuss how we can support your journey to homeownership. https://advisor.sunlife.ca/thompson.wagner/
#HomeBuyingSeason #DreamHome #RealEstateGoals
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/thompson.wagner/
8 Sources of Healthy Fats That Aren't Avocado
Avocados are one of the healthiest high-fat foods you can eat. However, there are plenty of other nutrient-dense fats to include in meals and snacks. Here are eight healthy fats worth adding to your diet that aren’t avocado.
https://advisor.sunlife.ca/thompson.wagner/
https://advisor.sunlife.ca/thompson.wagner/
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/thompson.wagner/
Q1 2026 market update: North American markets hit record highs amid global shifts.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
As we entered 2026, strong corporate earnings and AI optimism helped Canadian and U.S. equity markets reach new record highs. Yet geopolitical tensions, trade policy changes and reemerging inflation concerns remind us that markets remain dynamic.
Read the full update: https://www.sunlife.ca/en/investments/quarterly-market-update/
Have questions about your portfolio? Get in touch to chat.
Such a great trip to Tulum last week for the 2026 Sun Life Convention & Wealth Summit 🌴
Ken Thompson and Cameron Dechant proud to represent Thompson & Wagner Financial Services Ltd.—connecting with a strong group of professionals, gaining fresh perspectives, and bringing back valuable ideas. Not a bad setting for it either!
We’re grateful for the incredible team supporting our clients back home in our Fairview and Peace River offices—your hard work makes opportunities like this possible.
We truly value chances like this to learn, connect, and continue growing together.
Ken Thompson and Cameron Dechant proud to represent Thompson & Wagner Financial Services Ltd.—connecting with a strong group of professionals, gaining fresh perspectives, and bringing back valuable ideas. Not a bad setting for it either!
We’re grateful for the incredible team supporting our clients back home in our Fairview and Peace River offices—your hard work makes opportunities like this possible.
We truly value chances like this to learn, connect, and continue growing together.
📣 Save the Dates - April 29 FAIRVIEW - April 30 PEACE RIVER!!
🌿 FREE SEMINAR – Being Prepared Made Simple 🌿
Join us for a helpful and practical seminar focused on planning ahead and easing the burden on your loved ones.
🗓️ April 29, 2026
⏰ 12:00 PM & 7:00 PM
📍 Fairview Legion, Fairview, Alberta
🗓️ April 30, 2026
⏰ 12:00 PM & 7:00 PM
📍 Peace Valley Inn, Peace River, Alberta
Topics include:
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
This is a valuable opportunity to ask questions and get guidance from trusted professionals.
📞 To register: 780-835-3306
📧 events@peacevalleyfuneral.ca
We hope to see you there!
🌿 FREE SEMINAR – Being Prepared Made Simple 🌿
Join us for a helpful and practical seminar focused on planning ahead and easing the burden on your loved ones.
🗓️ April 29, 2026
⏰ 12:00 PM & 7:00 PM
📍 Fairview Legion, Fairview, Alberta
🗓️ April 30, 2026
⏰ 12:00 PM & 7:00 PM
📍 Peace Valley Inn, Peace River, Alberta
Topics include:
✔️ Retirement Planning
✔️ Wills & Estate Planning
✔️ Palliative Care Resources
✔️ Pre-arranging Your Funeral
This is a valuable opportunity to ask questions and get guidance from trusted professionals.
📞 To register: 780-835-3306
📧 events@peacevalleyfuneral.ca
We hope to see you there!
Did you get a tax refund? This is your chance to boost your retirement readiness. Strategic RRSP contributions or tax-efficient withdrawals can help maximize your refund's impact on your retirement roadmap. Let's make every dollar count.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.