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“Ah ha” moments. That’s what I live for.

Your advisor should be about clarity, not confusion. I’ll help you get there.

Connect with me today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #wealth #insurance #princegeorge #bc #northernbc
People don’t care what you know until they know you care.

Every conversation I have with a Client starts with this principle. Service first. Advice second.

Reach out today to connect > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #business #service #princegeorge #northernbc #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
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
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
You’ve built something incredible. Now let’s help protect it.

With the right plan, your business can support your future — not just your today.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #business #princegeorge #bc #northernbc
The best financial plans grow with you.

Your goals evolve — your strategy should too. Let’s help make sure your plan still fits your future.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #princegeorge #bc #northernbc
Financial clarity leads to personal confidence.

If you’re unsure about where things stand, you’re not alone. I’ll walk you through it, step by step.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #princegeorge #northernbc #bc #connect #business
Connect | MDN Trinity Financial Services Inc. | Sun Life

Connect | MDN Trinity Financial Services Inc. | Sun Life

The best financial strategies balance today and tomorrow.

Let’s make sure you’re enjoying life now — while still building long-term freedom.

Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#wealth #insurance #finance #planning #connect #princegeorge #bc #northernbc
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Sometimes you just need a professional who's willing to hear you out.

People come to you for your business services, right? Well, people come to us to create a financial roadmap that assesses their needs and goals.

Reach out today, and let’s get started. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #planning #advising #team #princegeorge #bc #northernbc
Holistic planning isn’t a buzzword, it’s the way forward.

Your investments, insurance, business planning, retirement strategy; it all connects. Let’s make sure your plan does too.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#PrinceGeorge #BC #Northern BC #connect
Confused by financial jargon? You’re not alone.

I simplify complex ideas into logical steps so you can finally say, “Now I get it.”

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #wealth #insurance
Can your business run without you?

If you took 3 months off, would your business, and your income, keep going? Let’s build a strategy that says yes.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #business #planning #connect #ceo #finance
Peace of mind starts with a plan.

Let’s create clarity around your finances — and your future.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #northernbc #bc #financialplanning #goal #business
Financial security starts with a strategy.

Whether you're just starting out or preparing for retirement, a long-term plan gives you confidence for every stage.

Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #wealth #insurance #princegeorge #bc #northernbc
The smartest business owners I know treat their financial strategies like their operations. Intentional, logical, and long-term.

Let’s build yours. Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #planning #wealth #princegeorge #bc #northernbc
There’s more to success than growth.

It’s about clarity, legacy, and knowing your plan is built for the long haul.

Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#insurance #finance #wealth #princegeorge #bc #northernbc
Some of the best conversations and learning opportunities don’t always happen in meeting rooms.

Spending time with the team out on the course gave us the chance to connect, sharing ideas, having real conversations, and just enjoying each other’s company. These moments help strengthen our team and, ultimately, the way we serve Clients.

Grateful for a great day with great people.
Clear. Simple. Yours.

You deserve a financial plan that makes sense.

No jargon, no stress, just real progress.

Connect today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#wealth #insurance #finance #planning
Calling Canadian couples! Looking to reduce your household's overall tax payment?

Income splitting could help. Here are 4 easy ways to help you save money come tax time: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/saving-for-retirement/four-easy-ways-to-income-split/

#TaxEfficiency #FamilyFinances

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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.