About

Matthew is a UNBC graduate with a bachelor’s degree in commerce majoring in finance and marketing.

As a founding member of MDN Trinity Financial Services Inc., Matthew works tirelessly to implement the team’s vision of being one of the best financial planning firms in British Columbia to ensure the best service for Clients in the North.

Matthew has been working with prospects and Clients for the last 16 years to build holistic and comprehensive financial strategies, helping ensure Clients goals for their future become a reality.

With his QAFP™ designation, Matthew strives to continually learn and apply new strategies to best support Clients in achieving lifetime financial security at the highest standards.

Outside of work, Matthew and his spouse, Kyla, and their two sons enjoy spending time outdoors camping, swimming, hiking and mountain biking.

I am a father to three active boys and a husband to my best friend for over 19 years. My family is everything to me and I understand the privilege and the responsibility to plan well for them. I view planning for Clients the very same way.

I came to Sun Life in 2015 with a mandate to help build and grow MDN Trinity Financial Services. We are now a team of 12. We serve a geographical footprint that extends from Prince Rupert to Williams Lake and we are still growing.

It is my personal philosophy to focus on educating prospects and Clients about financial instruments, rules and opportunities. I do so in a holistic way so they can become highly engaged and active, realize their own financial goals and make their dreams a reality. It is my belief that many people do not choose procrastination or apathy. Instead, many people simply do not know where to start or how to engage in financial matters.

I enjoy creating “ah ha” moments through logical sequences and overall simplicity. My background as a math and physics teacher helps me communicate complex ideas in simple, engaging ways. The Clients I work can take control, feel accomplished and make progress toward their future aspirations.

I have been an advisor since December of 2016. During this period there has not been a single moment of regret for choosing this career. My goal is to build lasting relationships with Clients and help give them the tools to make informed decisions.

I am a partner in MDN Trinity Financial Services Inc. We pride ourselves on holistic planning, focusing on the full financial picture instead of only smaller, easily accomplished things. We envision the big picture while paying special attention to the tiniest details. We focus on wealth management, estate planning and preservation and personal and corporate taxation strategies. We also take full advantage of other professionals in our industry as well as other fields. This is to ensure that your path to financial freedom is as carefully planned as can possibly be.

I love what I do. You can often find me in the office early in the morning, late in the evening or on weekends. I make my calendar work with what is convenient for Clients. I never want anyone to fail to take advantage of the amazing things that Sun Life offers just because I didn’t take the time to meet with them.

In my spare time you can find me on a golf course, on the ocean fishing, spending time with my friends and family or quietly trying to motivate myself to go to the gym. I believe it’s important to find the balance between today and tomorrow. I hope that I can help Clients find that balance as well.

I graduated from UNBC in Prince George with a degree in finance and business. My goal is to give people a tailored experience based on sound advice, professionalism, relationships, and trust. 

Serving as an advisor since 2018, I specialize in assisting Clients with:

• personal and corporate wealth-building strategies,
• insurance protection strategies,
• retirement planning and
• tax planning.

My top priority is to listen to Clients. I take the time to hear what their needs and concerns are. Then I can develop a tailored plan to help satisfy their needs and achieve their goals. This approach gives me the ability to take a ‘Client-first’ mentality with each Client. My team of advisors and staff, with over 30 years of experience, provide top service standard to all Clients. We ensure Clients always feel appreciated and taken-care of. Clients I work with can have peace of mind knowing that I will help protect their family and future.

Outside of work, I am married to my best friend, Emily. We love travelling, eating and preparing delicious food, and spending time with our dog, Marvin. Having both grown up in Northern BC, we have an appreciation for these people and our wonderful province that we get to call home.

I came to Sun Life and MDN Trinity Financial as a service associate in 2017 and found passion in the career as a financial planner; I was quickly drawn to a world of creating positive change for an individuals’ financial future and the impact that a conversation could have. I pride myself in creating easy to follow and clear solutions that every one can relate to and understand. 

As a dedicated advisor, I am committed to helping individuals, families, and businesses like yours to navigate the complex world of finance. My goal is to provide personalized guidance and advice to help you achieve your financial goals.

I have my Bachelor of Commerce with a major in Accounting & Finance, alongside my QUALIFIED ASSOCIATE FINANCIAL PLANNER™ designation and I have honed my skills over the last 7 years with my team at MDN Trinity Financial Services and Sun Life. My approach is centered around understanding your unique needs and developing strategies to help you succeed.

I am here to help!

When I am not in the office, I enjoy spending time with my husband, Jacob. Together, we love to spend our sunny days on the golf course or camping at our favorite spots in BC with family and friends. We also like to create and cook delicious meals and spend time with our dog, Radar. 

After graduating from UNBC in 2017 with my bachelor of commerce, I began my career in financial advising. Since then, I have loved building financial strategies with Clients. I provide peace of mind and work with each Client’s unique situation.

Having a blue collar background, I understand how hard people work for their future. My goal is to educate Clients and provide a tailored financial road map that brings confidence to their future. This includes:

• personal and corporate insurance protection,
• wealth building strategies and
• tax planning.

My team and I provide a host of knowledge and support in making sure Clients get the best experience. My faith and strong family values guide the care and dedication I put into each person I meet.

When I’m not in the office, I love to spend time with my wife, family and friends. I enjoy being outdoors, snowboarding, biking, fishing, and playing sports!

I am pleased to work in alliance with MDN Trinity Financial.

I joined Sun Life Financial as an advisor in 2015. In 2019 I moved in a management role with Sun Life to coach, train and develop the careers of other Sun Life advisors. In 2022, I moved back to the advisor role.

I graduated from BCIT with a Diploma in Business Management. I became a member of the PGA of Canada as a Golf Professional for 12 years including four years as a Head Golf Professional.

When working together, I’ll meet with you to explain how I can help you. I’ll set expectations of the planning process, how often we’ll meet and give you different financial goals to consider. I will guide you through my recommendations. However, it will ultimately be up to you to be the decision maker when it comes to actionable items. Building a strong professional relationship is key. I want to make sure I’m the right advisor for you. I want you to feel passionate about working together towards your goals.

My wife, Natalie and daughter, Aubrey and I live in Kamloops. When I’m not working, I enjoy spending time playing golf with my family and friends. You’ll often find my family and me walking our dog Marty, snowshoeing, hiking, and biking. I also enjoy working out and cooking. I volunteer as a Men’s Club Captain at a local golf course.

I had the privilege to join MDN Trinity Financial Services as an Administrative Assistant in January 2017. This is when I began my career in this ever-changing business of health, wealth and life. While the constant learning and evolution is demanding it’s also allowed me to grow into the position of Office Controller. My focus is now strictly on the background function of MDN Trinity Financial. This allows the advisors to focus on Clients while I take care of the business day to day functions. I have a deep respect for our advisors and the work that they do. I feel privileged to be part of a great team.

Prior to my current role, I worked at a sawmill in Vanderhoof. It was there that I learned many office functions. I gained experience with bookkeeping, shipping, payroll and much more.

I am a mother to three beautiful, active boys aged 11, 14 and 15. Yes, I am busy and yes, my grocery bill is high, but we love the family time that this career has made available to us.

Brooke joined the MDN Trinity Financial team in 2020, with extensive management and customer service experience.

Over the years, Brooke has developed a passion for the wealth side of the business. Her focus is on managing trades and completing behind-the-scenes operations with precision and efficiency.

Outside of work, Brooke enjoys cooking, spending time on the lake, and caring for her six cats.

Holding a bachelor’s degree in science - biology from UNBC, Kourtney Scott brings her unique background and extensive cultural experience to the Trinity Financial Team.

From teaching English in Japan, to transcribing for research projects and UN Meetings, Kourtney’s strengths lie in organization, communication, and detailed planning.

Kourtney works directly with families and loved ones during the hardest times of their lives. She supports Clients with claims to ensure a seamless process while remaining empathetic, calm, and supportive throughout the whole process. 

Outside of work you will find Kourtney playing games, reading, or working out and spending time with her loved ones including her partner Bob, and her two cats.

With over 10 years experience in the customer service industry Nicolas came to Trinity Financial with the goal of making a more meaningful impact on the people that he interacts with.

Gifted with the skills of problem solving, and communication, Nicolas sees everyday as a learning opportunity and works directly with Clients to ensure they feel understood.

Nicolas strives walk alongside Clients and simplify the complex financial landscape to ensure they feel secure in their decision making and confident in reaching their goals.

Outside of work, Nicolas loves spending time outdoors fishing, hiking, and camping with his fiancé, Acasia. In his spare time, he also plays in a band and teaches guitar.

Rebecka joined the MDN Trinity Financial team after being a Client for many years.

Being referred by an advisor, she was driven to be part of an organization that helps set people up for success and allow them to not feel “stuck”.

With many years of service experience, Rebecka’s strengths lie in communication, relationship building, and creating solutions for Clients.

Outside of work Rebecka loves hiking, being in the sun, reading a good book and volunteering at her church.