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
Families
Incorporated professionals
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.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Stay informed
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#FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact us for more information. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#FinancialSecurity #HealthInsurance
Certain terms and conditions may apply. Contact us for more information. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It gives you advanced features, such as:
- Real time tracking towards your savings goals
- Personalized strategies to help you get closer to retirement sooner
- Freedom and flexibility to make changes to your plan as life circumstances changes
Let’s find out if Sun Life One Plan is right for you. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Here are 3 quick ways to potentially boost your nest egg:
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book an appointment to discuss how you can squeeze more out of your retirement. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Here are 3 quick ways to potentially boost your nest egg:
1. Catch-up on contributions
2. Optimize your asset allocation
3. Explore tax-efficient withdrawal strategies
Book an appointment to discuss how you can squeeze more out of your retirement. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Office information
