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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
The 2025 tax season will be here before we know it. Let’s get ahead of it.
Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/about/
#TaxStrategies #FinancialOptimization #HolisticAdvice
Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/about/
#TaxStrategies #FinancialOptimization #HolisticAdvice
Meet Chris. He’s a worrier. He worries about his family and how they’ll financially cope if he unexpectedly passes away, or if a family member becomes seriously ill. With layers of insurance, Chris can finally sleep easy. Until December 31, bundle your protection and you may be eligible to save. Reach out to us for details.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
Are you a Canadian living with diabetes? You may face challenges but getting life insurance doesn’t have to be one of them. Let’s connect to see what might be right for you.
Ready to revolutionize your portfolio’s growth strategy? 📈🚀 #AssetManagement #FinancialPotential
Lest we forget.
Today, we pause to remember and honour the brave men and women who have served and sacrificed for our freedom.
#remembranceday #remember #reflect
Today, we pause to remember and honour the brave men and women who have served and sacrificed for our freedom.
#remembranceday #remember #reflect
November is Financial Literacy Month! Let’s work together to strengthen your financial knowledge and empower you to save for the future. Reach out to get started.
The Trinity Financial Team was honoured to attend the 49th Annual Business Excellence Awards hosted by the Prince George Chamber of Commerce.
It was a wonderful night connecting with everyone and celebrating the incredible business community we have right here in Prince George.
A huge congratulations to all of the winners and finalists, and a special thank you to the Prince George Chamber of Commerce and the House of Ancestors for putting on such a fabulous event.
It was a wonderful night connecting with everyone and celebrating the incredible business community we have right here in Prince George.
A huge congratulations to all of the winners and finalists, and a special thank you to the Prince George Chamber of Commerce and the House of Ancestors for putting on such a fabulous event.
What are your options for health insurance in retirement? Beyond government plans, there are three main sources of health insurance available once you retire:
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
From dollar to stocks, Trump trade erupts across markets
Have you seen the markets today? Here's more about the impact >
How the U.S. election could impact the loonie and your investments | CBC News
Are you wondering how the US election could impact you? Read more >
Ready to take your business to the next level? Whether it's scaling operations, launching a new product, or seizing a game-changing opportunity, we can help you unleash your business's true potential! 💡💼 #BusinessLoans #FuelGrowth #SeizeOpportunities
Majority of millennials are afraid they won’t have enough money in retirement — here's what they need to know
Majority of millennials are afraid they won’t have enough money in retirement — here's what they need to know
🏦 Planning for the future has never been more important! With estate planning, you can help preserve your legacy and create a lasting impact on your loved ones. If you’re ready to start growing generational wealth, reach out! #FinancialFuture #GenerationalWealth
The older your kids are, the tougher it can be for them to qualify for life insurance. It also gets more expensive. The smartest thing you can do is get them insured now, when they're still young. Let's set some time aside to get them started.
Our tailored strategies help pave the way for efficient wealth transfer, setting the stage for a strong financial foundation and endless possibilities. 🚀
Reach out today if you’re interested in learning more.
#WealthTransfer #FinancialLegacy #SolidStrategies
Reach out today if you’re interested in learning more.
#WealthTransfer #FinancialLegacy #SolidStrategies
47% of Canadians have had an injury preventing them from functioning at work: survey | Benefits Canada.com
Nearly half (47 per cent) of Canadians say they’ve been injured in a way that impedes or has impeded them from being fully functional at work, at home or at play, according to a new survey by Ipsos on behalf of the Canadian Athletic Therapists Association.
Are you protected? Connect today to see how you can be prepared if the unforeseen occurs.
Are you protected? Connect today to see how you can be prepared if the unforeseen occurs.
🍂 It’s small business week. Let’s thank the hard-working small business owners in our community!
Tag some of your favourites below!
Tag some of your favourites below!
This fall, let’s investigate health insurance that protects you and what you love most. Give me a call to get started.
Limited time protection bundle offer! The days are getting colder, so it’s the perfect time to bundle up and protect your whole family. You may be able to save when you layer two or more Sun Life insurance solutions. Contact me to learn how you can protect your family and save.*
* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.
This spooky season, I can help you take the fear out of your finances.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
🎃 Build an emergency fund.
👻 Start paying off high-interest debt.
🧙 Create a family budget.
Get in touch to get started.
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.