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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.

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/
Turning 71 soon? It's time to talk about your RRSP. Did you know that by December 31st of the year you turn 71, you must convert your RRSP to a RRIF or annuity? This marks an important shift from saving to spending in retirement.

Key things to consider:

- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments

Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income. Whether you’re starting out or looking for ways to grow your business, insurance can help you protect yourself, your partners and employees and your family.

Get in touch today to discuss how you can protect your business.
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/
Today we celebrate our beautiful country. Enjoy the festivities and embrace the joy of being Canadian. Have a safe and happy Canada Day celebration! 🍁
How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.
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Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀💰

Reach out to me today if you're curious to know more!
dan.stryker@sunlife.com
519-376-6850 x2240
https://advisor.sunlife.ca/dan.stryker/

#WealthTransfer #FinancialLegacy #SolidStrategies
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth

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

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