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
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Great planning starts with great collaboration.
We work alongside lawyers, accountants, and other professionals to build truly integrated strategies.
Reach out today to create your holistic plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#business #planning #princegeroge #northernbc
We work alongside lawyers, accountants, and other professionals to build truly integrated strategies.
Reach out today to create your holistic plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#business #planning #princegeroge #northernbc
Great planning starts with great collaboration.
We work alongside lawyers, accountants, and other professionals to build truly integrated strategies.
Reach out today to create your holistic plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#business #planning #princegeroge #northernbc
We work alongside lawyers, accountants, and other professionals to build truly integrated strategies.
Reach out today to create your holistic plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#business #planning #princegeroge #northernbc
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/mdntrinityfinancial
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/mdntrinityfinancial
Watch video
Q4 tax moves that matter.
Charitable donations, income deferrals, corporate draws…
These Q4 moves impact your April return.
Reach out today and let’s build a strategy that works for you > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#princegeorge #bc #northernbc #insurance #finance #strategy #princegeorge
Charitable donations, income deferrals, corporate draws…
These Q4 moves impact your April return.
Reach out today and let’s build a strategy that works for you > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#princegeorge #bc #northernbc #insurance #finance #strategy #princegeorge
Q4 tax moves that matter.
Charitable donations, income deferrals, corporate draws…
These Q4 moves impact your April return.
Reach out today and let’s build a strategy that works for you > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#princegeorge #bc #northernbc #insurance #finance #strategy #princegeorge
Charitable donations, income deferrals, corporate draws…
These Q4 moves impact your April return.
Reach out today and let’s build a strategy that works for you > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#princegeorge #bc #northernbc #insurance #finance #strategy #princegeorge
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.