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
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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.
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.
Saving, budgeting and investing
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Stay informed
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Some people will end up spending as many years retired as you did working. That’s a long time to cover expenses and have money to pay for your retirement dreams.
Let’s discuss your retirement plan so you can feel more confident about your future.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #connect #business #retirement #planning #northernbc #princegeorge #bc
Let’s discuss your retirement plan so you can feel more confident about your future.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #connect #business #retirement #planning #northernbc #princegeorge #bc
Some people will end up spending as many years retired as you did working. That’s a long time to cover expenses and have money to pay for your retirement dreams.
Let’s discuss your retirement plan so you can feel more confident about your future.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #connect #business #retirement #planning #northernbc #princegeorge #bc
Let’s discuss your retirement plan so you can feel more confident about your future.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #connect #business #retirement #planning #northernbc #princegeorge #bc
You don’t need to plan alone.
I help Clients take the guesswork out of financial decisions — and replace it with confidence.
Connect today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
I help Clients take the guesswork out of financial decisions — and replace it with confidence.
Connect today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
You don’t need to plan alone.
I help Clients take the guesswork out of financial decisions — and replace it with confidence.
Connect today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
I help Clients take the guesswork out of financial decisions — and replace it with confidence.
Connect today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
Financial advising isn’t just about numbers, it’s about confidence.
When you understand the why, the what becomes a lot less intimidating.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
When you understand the why, the what becomes a lot less intimidating.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
Financial advising isn’t just about numbers, it’s about confidence.
When you understand the why, the what becomes a lot less intimidating.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
When you understand the why, the what becomes a lot less intimidating.
Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#finance #wealth #insurance #princegeorge #bc #northernbc
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.