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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Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeStages #LifeInsurance
Certain terms and conditions may apply. Contact me for more information.
• Emotional decisions
• Overlooking tax strategies
• Neglecting a holistic approach
Partner right. We can help you invest in your tomorrow. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#partner #finance #Connect #investing
• Emotional decisions
• Overlooking tax strategies
• Neglecting a holistic approach
Partner right. We can help you invest in your tomorrow. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#partner #finance #Connect #investing
Office information
