MDN Trinity Financial Services Inc.
Languages spoken: English
Area(s) served: Prince George, Quesnel, Williams Lake, Kamloops, Prince Rupert
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Who we service
Learn more
Business owners general
Helping business owners take control of their finances one step at a time.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
Incorporated professionals
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Let's work together
We respect the hard work and sacrifices that Client’s make to create wealth. Growing and preserving wealth is something we take very seriously. We treat Client portfolios with the same care and attention as we treat our own.
Making good decisions is the key to achieving lifetime financial security and we’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact our office to get started.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Stay informed
See more articles
Recession. No one likes to talk about it. But are you prepared to withstand market shocks?
The 3 best things you can do to insulate yourself are:
1. Ensure you have a diversified portfolio
2. Focus on quality investments
3. Maintain a long-term perspective
These things are easier to do when you have a team that can help.
Reach out today to set up an investment portfolio catered to you. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #investment #advice #princegeorge #bc #northernbc
The 3 best things you can do to insulate yourself are:
1. Ensure you have a diversified portfolio
2. Focus on quality investments
3. Maintain a long-term perspective
These things are easier to do when you have a team that can help.
Reach out today to set up an investment portfolio catered to you. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #investment #advice #princegeorge #bc #northernbc
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Business owner? Let's protect what you've built.
If you own a small or contracting business, your plan needs to reflect your risks, goals, and family.
Let’s talk structure and sustainability. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
If you own a small or contracting business, your plan needs to reflect your risks, goals, and family.
Let’s talk structure and sustainability. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Business owner? Let's protect what you've built.
If you own a small or contracting business, your plan needs to reflect your risks, goals, and family.
Let’s talk structure and sustainability. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
If you own a small or contracting business, your plan needs to reflect your risks, goals, and family.
Let’s talk structure and sustainability. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
More than wealth—building values.
Your money carries your values.
An estate plan helps you pass those on intentionally.
Reach out today to lay out a plan that works with your goals > https://advisor.sunlife.ca/mdntrinityfinancial/connect/.
#princegeorge #bc #northernbc #finance #insurance #money #values
Your money carries your values.
An estate plan helps you pass those on intentionally.
Reach out today to lay out a plan that works with your goals > https://advisor.sunlife.ca/mdntrinityfinancial/connect/.
#princegeorge #bc #northernbc #finance #insurance #money #values
More than wealth—building values.
Your money carries your values.
An estate plan helps you pass those on intentionally.
Reach out today to lay out a plan that works with your goals > https://advisor.sunlife.ca/mdntrinityfinancial/connect/.
#princegeorge #bc #northernbc #finance #insurance #money #values
Your money carries your values.
An estate plan helps you pass those on intentionally.
Reach out today to lay out a plan that works with your goals > https://advisor.sunlife.ca/mdntrinityfinancial/connect/.
#princegeorge #bc #northernbc #finance #insurance #money #values
Office information
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.