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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you.  Check back regularly to see what’s new.

SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
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Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
New year, new business goals? Let's chat about strategies to help protect and grow your company in 2026. From key person insurance to succession planning, we have solutions tailored for you.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
I can help you plan for the unexpected. Let's chat about how critical illness insurance can help.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
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January doesn't have to be gloomy! Take charge of your money and boost your mood. Whether it's creating a new savings goal or reviewing your investments, small steps can lead to big financial wins.

Let me know how I can help! https://advisor.sunlife.ca/dan.stryker
🌱📚 Maximize your RESP contributions to take full advantage of government grants. Let's review your education savings strategy and help secure your child's academic future.

#EducationSavings #RESPTips

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement strategies can help you achieve the lifestyle you want.

Let’s chat!
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
Is your investment strategy ready for 2026? Let's review and rebalance to ensure you're on track to meet your current financial goals this year and beyond.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker
Merry Christmas from your Sun Life team! We're so grateful for our wonderful clients and wish you a joyful holiday season. Thank you for your continued support!
As we step into 2026, it's a great time to reassess your retirement budget and lifestyle goals. We can work together to:
📊 Review your current retirement savings and spending patterns
🎯 Align your financial strategy with your evolving lifestyle aspirations
💡 Explore ways to balance financial security with your desired retirement experiences

Let's meet to discuss your financial roadmap for the year ahead.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Don't miss out on potential tax savings and securing your nest egg. Here's why you should consider maximizing your RRSP contributions:

• Reduce your taxable income for 2025
• Grow your savings tax-free until withdrawal
• Invest in your future financial well-being

Sun Life offers a range of RRSP investment options that can help grow your retirement savings:
💰 Mutual funds
📈 Guaranteed Investment Certificates (GICs)
🏦 Savings accounts

Let's chat about how we can help you make the most of your RRSP contributions before the deadline. Your future self will thank you!

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!

Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Have you been considering life insurance? Until December 31, Sun Life is offering savings worth 4 months of payments for your first year of coverage. Secure lifetime protection and big savings with this limited-time offer. Reach out and let’s discuss.
How much does it really cost to buy your first home in Canada?

How much does it really cost to buy your first home in Canada?

Buying your first home is a big step, and it comes with many financial responsibilities beyond just the down payment. Check out this article to get a better idea of the full financial picture.

Whether you’re just starting out or already saving, we're here to help!
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/


The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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As the holidays approach, let's make sure we're ready for both the joys and potential hurdles ahead. Here are some tips to keep your health and finances in check:

📊Budget wisely: Set a realistic holiday spending plan and stick to it. Future you will be grateful.
🏃‍♀️Keep moving: Combat holiday anxiety and extra calories with regular exercise. Short walks can make a big difference.
🍽️Mindful eating: Enjoy festive treats in moderation. Balance indulgences with nutritious choices.
💰Emergency fund: Try to set savings aside for unexpected expenses. Peace of mind is the best gift you can give yourself.
🧘Self-care time: The hustle and bustle of the season can be overwhelming. Book time for your favorite activities and to relax.
🛡️Review your coverage: As the year ends, it's a good time to check if your insurance policies still meet your needs.

Remember, the best holiday memories aren't about perfect decorations or lavish gifts. They're about sharing time with loved ones and taking care of yourself.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
One of the biggest benefits of life insurance? Peace of mind. Plus, until December 31, I can help you save on your first year of coverage with Sun Life’s limited-time offer. Let’s connect and I can show you how.
On this Remembrance Day, we pause to honour those who have served, and reflect on the peace their sacrifices have brought. Their courage helped create the freedoms we cherish today.

Let us take a moment to give thanks. To all veterans, active service members and their families: We are deeply grateful for your service and dedication.

#RemembranceDay #LestWeForget
Don't let financial fears haunt you this Halloween. Our spook-tacular savings plans are designed to help you build a brighter future. Whether you're saving for retirement, a new home, or your children's education, we've got treats (not tricks!) to help you reach your goals.

Let's chat about how we can help you create a savings strategy that's anything but frightful.

Visit our website today. Your future self will thank you! 👻💰

#SunLifeSavings #FinancialTreats

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs and financial planning can be complex.

FREE WEBINAR 🚨
Financial planning for the modern family on Nov 18 at 12 p.m. ET.

From living solo to households that represent different combinations of people living together, the modern family can include a variety of family structures. Each has unique needs, and financial planning can be complex.

Join this discussion full of potential pitfalls that you may not be aware of and the importance of tailoring a financial plan to your unique situation.

Register today: https://sunlife.zoom.us/webinar/register/4917339378702/WN_xAMl4TO_RQ6qYo2cNy0xRA#/registration
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