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New year. Fresh goals.

And for many people, financial resolutions are right at the top of your list. This is your reminder that progress beats perfection.

We would love to meet with you and be part of your resolution success. In a year from now, we can't wait to look back on today be proud of your progress with you!

Text: 778.761.4954
Call: 250.342.9052
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. https://advisor.sunlife.ca/rhiannon.tutty
A quick reminder that the office is closed until January 5th! If you call the office, you may reach our trusty elves instead. Feel free to leave us a message or book an appointment for the new year using the self scheduler.

Book with Jess: https://tinyurl.com/JessicaClarkAdvisor
Book with Rhiannon: https://tinyurl.com/RhiannonTuttyAdvisor

text: 778.761.4954

Can't wait to connect!
Wishing you a joyful, restful, and happy time with the people who matter most.

We can't wait to catch up with you in the new year!
Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/rhiannon.tutty
🎁 'Tis the season of giving! Business owners, did you know there are tax-efficient ways to give back that can benefit both your business and your community?

In addition to helping others, corporate donations can:
• Reduce your taxable income
• Enhance your brand reputation
• Boost employee morale

Want to learn more about charitable giving strategies? Let's chat about how to make a positive impact while optimizing your tax situation.

Reach out to discuss ways your business can give back this holiday season.

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.