Craig Stein - Advisor, Sun Life

Craig Stein - Advisor, Sun Life Your financial strategy should be as unique as you are.

Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals.

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial ...
06/05/2026

Taxes complete? Now is the perfect time to think bigger. Your tax refund is an opportunity to strengthen your financial foundation. Whether it's boosting RRSP contributions, maximizing investment strategies or planning for next year, let's help ensure every dollar works harder for you. Questions about how to best utilize your tax return? Let's chat!

https://bit.ly/4oeGEHd

All set up downtown until 8PM
06/04/2026

All set up downtown until 8PM

📈 Myth: Market ups and downs can derail even the best retirement plans. Sun GIF Solutions Income Series offers a guaran...
06/04/2026

📈 Myth: Market ups and downs can derail even the best retirement plans.

Sun GIF Solutions Income Series offers a guaranteed income for life no matter what markets do. Keep in mind, extra withdrawals taken above the guaranteed income amount will decrease future income amounts.

Let’s talk about whether Sun Life GIFs are the right choice for your retirement.

Looking forward to being part of this as a sponsor and vendor every Thursday this month, starting tomorrow! (June 4). W...
06/03/2026

Looking forward to being part of this as a sponsor and vendor every Thursday this month, starting tomorrow! (June 4). We're giving away a Yeti Cooler and handing out waters every Thursday evening. Look forward to some good food and company at the City Centre Park.

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key pers...
06/03/2026

Every business needs a backup plan. Contingency planning means identifying risks— from cash flow disruptions to key person loss. Having strategies in place to weather the storm isn't about being pessimistic; it's about being prepared. What keeps you up at night? Let's build more resilience into your financial strategy so you can sleep peacefully. Reach out to set up a time to chat. https://bit.ly/4fiJ3OE

🔒 Myth: Money in a segregated fund is locked in. Your money can be accessed at any time; however, withdrawals will imp...
05/28/2026

🔒 Myth: Money in a segregated fund is locked in.

Your money can be accessed at any time; however, withdrawals will impact the guarantees (maturity and death benefit) associated with the specific contract. Often guarantees are 75% or 100% of your initial investments or market value, whichever is higher.

Get in touch to discuss whether a segregated fund is the right choice for your investments!

Introducing our newest team member - Associate Advisor, Jordan Patzwald!Jordan comes to us after over a decade as the Mo...
05/28/2026

Introducing our newest team member - Associate Advisor, Jordan Patzwald!

Jordan comes to us after over a decade as the Morning Show Host at The Rock 98Five.

He will bring that same passion of listening to people's stories and understanding what matters most to them. Now, that dedication is focused on helping individuals and families build their financial futures.

Whether clients are looking to protect their loved ones, grow their savings, or navigate long-term goals, Jordan aims to provide the insightful, relatable guidance needed to achieve lifetime financial security.

Welcome to the team, Jordan!

Dreaming of owning your first home? You might not know all the tools available to help you get there. From RRSP Home Bu...
05/22/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

🔄 Myth buster: Segregated funds ≠ mutual funds.While both pool investor money for professional management, segregated fu...
05/21/2026

🔄 Myth buster: Segregated funds ≠ mutual funds.

While both pool investor money for professional management, segregated funds offer unique advantages.

Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits

Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits

Different tools for different goals. Which is right for you? Reach out and let’s discuss it.

Address

2-16 3rd Avenue North
Yorkton, SK
S3N1B9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+13067828075

Website

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