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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/
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone! Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
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Today we celebrate the energy, innovation and potential of youth around the world. We believe in empowering young people to build bright financial futures. Starting smart financial habits early can make a huge difference. That's why we offer:

• Student-friendly life insurance plans to help protect your future
• Flexible savings accounts to help you start building wealth
• Financial literacy resources tailored to young adults
• Career opportunities and internships for emerging talent

To all the ambitious youth out there, your dreams are valid and your future is bright! #InternationalYouthDay
Sun Life's Term Insurance for Diabetes offers a higher chance of approval and affordable premiums compared to conventional life insurance. Plus, enter the Protect to Win Contest for a chance to win $5,000!

#DiabetesAwareness #FinancialProtection

*Certain terms and conditions apply. Contact me for more information. 
Also known as the August long weekend, this holiday gives many Canadians a much-needed summer break. While it goes by different names across provinces (like BC Day or Natal Day), the spirit is the same. It’s a time to relax, enjoy local events and celebrate our communities.

Whether you're hitting the beach, having a BBQ, or checking out a festival, we wish you a safe and fun long weekend. Don't forget the sunscreen!
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.

Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.

Interested? Let’s talk about if it’s right for you.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Want to teach your kids about money management this summer? Try the Three Jar Method. Help your children divide their allowance or summer job earnings into three jars:

1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

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

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