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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.

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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Are you financially prepared for a critical illness? Sun Life's Critical Illness Insurance Calculator can help you assess your needs. In just a few minutes, you can estimate how much coverage you might need to protect yourself and your loved ones.

Try it out today >> https://www.sunlife.ca/en/tools-and-resources/tools-and-calculators/critical-illness-insurance-calculator/
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Celebrating Small Business Week: October 19-25 🛒💼🖥️

Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.

That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees

Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/

#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness
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.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.
dan.stryker@sunlife.com
519-376-6850 x2240
#SunLifeOnePlan #FinancialSecurity
In a world of constant change, financial stability remains crucial. Is it time to revisit your investment strategy? Let's connect to explore innovative tools to help safeguard and grow your assets.

#WealthPreservation #InnovativeFinance

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Sun Life One Plan is designed to help business owners like you simplify decisions with a clear, personalized roadmap for your financial future.
🔸 Align your personal and business goals
🔸 Track your progress in real time
🔸 Plan for growth, succession, and retirement
🔸 Discover tax-efficient strategies to help protect and grow your wealth

Whether you're expanding your business, planning your exit, or building a legacy—Sun Life One Plan helps you stay on course. Let’s build a plan that works as hard as you do. Contact me today.

#SunLifeOnePlan #BusinessPlanning #BusinessOwner
As we gather with loved ones this Thanksgiving, we're reminded of how grateful we are for the gifts life provides. Wishing you a warm, joyful holiday filled with good food, great company and cherished moments.

Happy Thanksgiving!
Insurance isn’t just protection - it's a key part of your financial strategy. With Sun Life One Plan, you can integrate insurance into your financial roadmap to help preserve wealth, manage risk, and protect what matters most.

Let's help you unlock a lifetime of possibilities by aligning insurance with your long-term financial goals.

#SunLifeOnePlan #Insurance #YourWealth
Want to boost your savings without feeling deprived?

Discover smart ways to trim non-essential spending and keep more money in your pocket! Find practical tips to help you:
✂️ Identify unnecessary expenses
🎯 Set realistic spending goals
💰 Redirect funds to what truly matters to you

Ready to take control of your finances? Learn how to save smarter: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-cut-back-on-non-essential-spending/

#FinancialWellness #SmartSaving #SunLifeTips

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Don't leave the future of your finances to chance. Planning for income in retirement can help you:
• minimize taxes
• maximize your retirement income
• ensure your savings last

Let's connect to create a personalized strategy for you. Together, we'll take a look at all your income sources and create a roadmap to help you live out your retirement dreams. Start planning for income in retirement and unlock a lifetime of financial peace of mind. Get in touch today.

#RetirementPlanning #FinancialSecurity #SunLifeOnePlan

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
You've worked hard to build your success. Now it's time to make your money work even harder for you and your loved ones. Discover how creating a financial roadmap can help you optimize your wealth through tax-efficient strategies and maximize retirement benefits. Ready to take your investment plans to the next level? Let's connect and create a comprehensive strategy tailored to your unique goals and aspirations.

#WealthManagement #FinancialRoadmap #SunLifeOnePlan
Happy first day of Fall!

A new season is always a great reminder to pause, reset, and make sure the things that matter most are cared for.

Wishing you a safe, cozy & abundant season ahead!

#AutumnEquinox #Autumn #FirstDayofFall
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
You've achieved so much already, but the best is yet to come. Sun Life One Plan helps successful women like you balance current lifestyle needs with long-term financial goals. Let's create a comprehensive strategy that helps protect your wealth and unlocks a lifetime of possibilities. Get in touch today.

#SunLifeOnePlan #YourMoney
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Small steps can lead to big wins when it comes to your financial future. Start building a solid foundation with smart strategies for debt management, investing and automated savings. Your future self will thank you.

Let’s connect to discuss how we can work together to create a personalized financial roadmap that’s tailored to your life goals.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
#FinancialRoadmap #SunLifeOnePlan #PersonalWealth
Life is full of surprises, both good and bad. This September, take a moment to consider if your life insurance policy meets your current needs. We can help you plan for whatever life brings. Email or call to set up your next appointment today.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
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Life is full of big moments - buying a home, starting a family, saving for your kids' education. But how do you juggle it all while planning for retirement? Sun Life One Plan can help you prioritize your goals and make informed decisions for every milestone. Let’s connect to talk about your options.

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/

#SunLifeOnePlan #YourFinances #FinancialGoals
Check out these tips to help your retirement savings go farther:

- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

Let’s chat and explore your options.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/

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