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.

You’ve invested years into building your business, but what’s your plan for what comes next? Whether you’re thinking abo...
09/08/2026

You’ve invested years into building your business, but what’s your plan for what comes next?

Whether you’re thinking about stepping back, selling, or passing it on, a thoughtful strategy can help you transition your business into lasting personal and family wealth.

The earlier you start, the more options you have. Reach out to start planning your next chapter on your terms. https://bit.ly/4gR8XrN

Not our only option, but a great option as a core in many of our clients portfolios. Low-cost ETFs, double digit return...
09/04/2026

Not our only option, but a great option as a core in many of our clients portfolios. Low-cost ETFs, double digit returns across the board in the last year, 2 year, and 3 year average, even in their conservative model.

Finishing up our Midwest Regional retreat at Hotel Sask in Regina.
08/29/2026

Finishing up our Midwest Regional retreat at Hotel Sask in Regina.

Want your money to work for your family's future? 💰 Creating a plan to help your wealth last for generations takes more...
08/28/2026

Want your money to work for your family's future? 💰

Creating a plan to help your wealth last for generations takes more than hope. It takes strategy.

A solid financial roadmap can help you:
- Protect what you've built
- Minimize taxes
- Support loved ones for years to come

Let's talk about making your legacy last. Reach out to discuss your family's financial future. https://bit.ly/4chYx35

From economic shifts to hiring challenges, uncertainty has become part of doing business. Help prepare for the unexpecte...
08/25/2026

From economic shifts to hiring challenges, uncertainty has become part of doing business.

Help prepare for the unexpected, protect your income, your business and the people who rely on it with a strong strategy.

With the right guidance, you can move forward with clarity and confidence. Let’s connect to discuss a strategy that’s right for your business. https://bit.ly/4qGrdJc

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to p...
08/11/2026

Running a business means wearing many hats and proper planning shouldn’t be overlooked. From protecting your income to planning your exit, a thoughtful financial roadmap can help support every stage of your journey.

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical il...
08/08/2026

A serious illness can impact more than your health, it can disrupt your income, savings and long-term goals. Critical illness insurance pays a lump sum benefit upon diagnosis of covered conditions like cancer, heart attack or stroke, so you have financial support when it matters most. Let’s talk about how critical illness coverage can protect your financial plan before you need it. https://bit.ly/45OTmE0

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help a...
07/31/2026

Your investments should do more than grow — they should support where you’re headed. A well-balanced strategy can help align your money with your goals as they evolve. Let’s build an investment approach designed around you. https://bit.ly/4yXJzZV

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear ...
07/28/2026

Running a business today often means managing rising costs, tighter margins and constant pressure on cash flow. A clear financial approach can help you stay in control, manage expenses, protect against risk and keep your business moving forward.

Let’s review your strategy to find ways to strengthen your margins.https://bit.ly/4x4ZhQZ

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk. A clear succe...
07/14/2026

You’ve worked hard to build your business, but without clear next steps, transitions could put it at risk.

A clear succession strategy can help protect your business, support your team, and create a smoother path forward. Book a quick chat to discuss your next steps. https://bit.ly/44uw6L6

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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