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Keep up to date with what’s going on. You can browse timely and relevant posts that might be helpful to you. Check back regularly to see what’s new.
As gardening season kicks off, remember it's also a great time to plant seeds for your financial future.
Whether it's starting that emergency fund or reviewing your retirement goals, small steps now can mean big rewards later. Get in touch about growing your financial garden! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Whether it's starting that emergency fund or reviewing your retirement goals, small steps now can mean big rewards later. Get in touch about growing your financial garden! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
As gardening season kicks off, remember it's also a great time to plant seeds for your financial future.
Whether it's starting that emergency fund or reviewing your retirement goals, small steps now can mean big rewards later. Get in touch about growing your financial garden! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Whether it's starting that emergency fund or reviewing your retirement goals, small steps now can mean big rewards later. Get in touch about growing your financial garden! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
An afternoon well spent with the team! 🎳🎱
We had a great time at @blackdiamond for bowling and billiards, followed by an incredible evening at @booksandcompany to watch Lunenberg, Miracle Theatre — a production we’re proud to sponsor.
Supporting the community and building strong team connections is what we’re all about.
#TeamTrinity #CommunitySupport #WorkCulture #MiracleTheatre #TeamBonding
We had a great time at @blackdiamond for bowling and billiards, followed by an incredible evening at @booksandcompany to watch Lunenberg, Miracle Theatre — a production we’re proud to sponsor.
Supporting the community and building strong team connections is what we’re all about.
#TeamTrinity #CommunitySupport #WorkCulture #MiracleTheatre #TeamBonding
An afternoon well spent with the team! 🎳🎱
We had a great time at @blackdiamond for bowling and billiards, followed by an incredible evening at @booksandcompany to watch Lunenberg, Miracle Theatre — a production we’re proud to sponsor.
Supporting the community and building strong team connections is what we’re all about.
#TeamTrinity #CommunitySupport #WorkCulture #MiracleTheatre #TeamBonding
We had a great time at @blackdiamond for bowling and billiards, followed by an incredible evening at @booksandcompany to watch Lunenberg, Miracle Theatre — a production we’re proud to sponsor.
Supporting the community and building strong team connections is what we’re all about.
#TeamTrinity #CommunitySupport #WorkCulture #MiracleTheatre #TeamBonding
In times of economic uncertainty, it’s more important than ever to protect your business, your employees and your income.
Let’s chat about some strategies that can help you feel confident in your business’ future. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Let’s chat about some strategies that can help you feel confident in your business’ future. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
In times of economic uncertainty, it’s more important than ever to protect your business, your employees and your income.
Let’s chat about some strategies that can help you feel confident in your business’ future. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Let’s chat about some strategies that can help you feel confident in your business’ future. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30.
#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/
Life's unpredictable. Protect your family with Sun Critical Illness Insurance and save on your first year's premiums. Adult policies get 25% back and child policies get 50%. Offer ends June 30.
#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/
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool.
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/
Sun Life One Plan is a simple, easy-to-follow goal-based planning tool.
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/
Are you making the most of your retirement savings?
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/
Are you making the most of your retirement savings?
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/
“Markets are down. Should I pull all my investments?”
You may be concerned about economic news and market changes. Stock market values and growth indicators have been going up and down, but don’t panic.
When things like this happen, it’s important to look at the long-term trends. This can help you make better decisions. And if your goals or financial situation haven’t changed, it’s generally best to stick to your plan.
While we can’t control external factors, we can focus on what we can control, like these good practices:
1. Don’t make emotional decisions: Even if facing a crisis, history proves that you can bank on patience. When you invest regularly, you can take advantage of lower prices on certain investments. And by taking care to not react too quickly, you’re giving yourself the best chance to profit from market recovery.
2. Look at the big picture: Instead of looking at the daily indicators and worrying – it’s important to look at your entire portfolio’s growth long-term.
3. Get personalized advice: When developing financial roadmaps based on your personal situation, risk tolerance, and goals, we always factor in market swings. That’s why working with an advisor is the best way to navigate the highs and lows of the market.
If you have any questions, or if your situation has changed, please reach out to your trusted advisor today for support. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#marketshifts #market #finance #Investments #economics
You may be concerned about economic news and market changes. Stock market values and growth indicators have been going up and down, but don’t panic.
When things like this happen, it’s important to look at the long-term trends. This can help you make better decisions. And if your goals or financial situation haven’t changed, it’s generally best to stick to your plan.
While we can’t control external factors, we can focus on what we can control, like these good practices:
1. Don’t make emotional decisions: Even if facing a crisis, history proves that you can bank on patience. When you invest regularly, you can take advantage of lower prices on certain investments. And by taking care to not react too quickly, you’re giving yourself the best chance to profit from market recovery.
2. Look at the big picture: Instead of looking at the daily indicators and worrying – it’s important to look at your entire portfolio’s growth long-term.
3. Get personalized advice: When developing financial roadmaps based on your personal situation, risk tolerance, and goals, we always factor in market swings. That’s why working with an advisor is the best way to navigate the highs and lows of the market.
If you have any questions, or if your situation has changed, please reach out to your trusted advisor today for support. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#marketshifts #market #finance #Investments #economics
“Markets are down. Should I pull all my investments?”
You may be concerned about economic news and market changes. Stock market values and growth indicators have been going up and down, but don’t panic.
When things like this happen, it’s important to look at the long-term trends. This can help you make better decisions. And if your goals or financial situation haven’t changed, it’s generally best to stick to your plan.
While we can’t control external factors, we can focus on what we can control, like these good practices:
1. Don’t make emotional decisions: Even if facing a crisis, history proves that you can bank on patience. When you invest regularly, you can take advantage of lower prices on certain investments. And by taking care to not react too quickly, you’re giving yourself the best chance to profit from market recovery.
2. Look at the big picture: Instead of looking at the daily indicators and worrying – it’s important to look at your entire portfolio’s growth long-term.
3. Get personalized advice: When developing financial roadmaps based on your personal situation, risk tolerance, and goals, we always factor in market swings. That’s why working with an advisor is the best way to navigate the highs and lows of the market.
If you have any questions, or if your situation has changed, please reach out to your trusted advisor today for support. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#marketshifts #market #finance #Investments #economics
You may be concerned about economic news and market changes. Stock market values and growth indicators have been going up and down, but don’t panic.
When things like this happen, it’s important to look at the long-term trends. This can help you make better decisions. And if your goals or financial situation haven’t changed, it’s generally best to stick to your plan.
While we can’t control external factors, we can focus on what we can control, like these good practices:
1. Don’t make emotional decisions: Even if facing a crisis, history proves that you can bank on patience. When you invest regularly, you can take advantage of lower prices on certain investments. And by taking care to not react too quickly, you’re giving yourself the best chance to profit from market recovery.
2. Look at the big picture: Instead of looking at the daily indicators and worrying – it’s important to look at your entire portfolio’s growth long-term.
3. Get personalized advice: When developing financial roadmaps based on your personal situation, risk tolerance, and goals, we always factor in market swings. That’s why working with an advisor is the best way to navigate the highs and lows of the market.
If you have any questions, or if your situation has changed, please reach out to your trusted advisor today for support. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#marketshifts #market #finance #Investments #economics
As a business owner, you pour your heart and soul into your company. But when was the last time you tidied up your financial strategy?
Just like decluttering your office can boost productivity, a financial spring cleaning can renew your sense of control and peace of mind.
Ready for a fresh financial start? Let's chat! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Just like decluttering your office can boost productivity, a financial spring cleaning can renew your sense of control and peace of mind.
Ready for a fresh financial start? Let's chat! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
As a business owner, you pour your heart and soul into your company. But when was the last time you tidied up your financial strategy?
Just like decluttering your office can boost productivity, a financial spring cleaning can renew your sense of control and peace of mind.
Ready for a fresh financial start? Let's chat! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
Just like decluttering your office can boost productivity, a financial spring cleaning can renew your sense of control and peace of mind.
Ready for a fresh financial start? Let's chat! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
We're here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
We're here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
It's time to look at your retirement income plan through a tax lens. Check out this article to learn how the right tax strategy can increase your retirement income.
Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31!
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.
Make sure your life insurance keeps up. Convert your term policy to help support big life events like paying off your home or your children's graduation. Plus, get 3 months of premiums covered when you convert by March 31!
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.
Are you making these common investing mistakes? 🚫
• 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
Are you making these common investing mistakes? 🚫
• 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
❌Advisors only provide investment advice.
✅ We can help with your investment, taxes, insurance, retirement and more.
❌I don’t need an advisor with online tools.
✅ AI doesn’t replace advice that adapts to your unique situation.
❌I need to be rich to work with an advisor.
✅ Advisors like us aren’t just for the wealthy.
Good advice isn't a luxury—it's a path to clarity. Partner right. Reach out today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#GetClarity #PartnerRight #SunLife
✅ We can help with your investment, taxes, insurance, retirement and more.
❌I don’t need an advisor with online tools.
✅ AI doesn’t replace advice that adapts to your unique situation.
❌I need to be rich to work with an advisor.
✅ Advisors like us aren’t just for the wealthy.
Good advice isn't a luxury—it's a path to clarity. Partner right. Reach out today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#GetClarity #PartnerRight #SunLife
❌Advisors only provide investment advice.
✅ We can help with your investment, taxes, insurance, retirement and more.
❌I don’t need an advisor with online tools.
✅ AI doesn’t replace advice that adapts to your unique situation.
❌I need to be rich to work with an advisor.
✅ Advisors like us aren’t just for the wealthy.
Good advice isn't a luxury—it's a path to clarity. Partner right. Reach out today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#GetClarity #PartnerRight #SunLife
✅ We can help with your investment, taxes, insurance, retirement and more.
❌I don’t need an advisor with online tools.
✅ AI doesn’t replace advice that adapts to your unique situation.
❌I need to be rich to work with an advisor.
✅ Advisors like us aren’t just for the wealthy.
Good advice isn't a luxury—it's a path to clarity. Partner right. Reach out today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#GetClarity #PartnerRight #SunLife
Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you.
Learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Sun Life's offering up to 25% savings on term conversions until March 31. Get lifetime coverage, fixed premiums, and cash value growth potential – perfect for business owners like you.
Learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
Learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#BusinessSmart #InsuranceUpgrade
Certain terms and conditions may apply. Contact me for more information.
We’re here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
We’re here to help you find clarity in your investment journey. Together, we'll navigate your financial roadmap with confidence. Partner right. Get clarity. Schedule a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
#SunLifeAdvisor #InvestmentClarity #FinancialRoadmap
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It's time to brighten up your financial future by setting achievable long-term wealth goals.
#finance #wealth #advice #wellbeing
Let's connect! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It's time to brighten up your financial future by setting achievable long-term wealth goals.
#finance #wealth #advice #wellbeing
Building wealth isn't just about making money - it's about creating a secure future for yourself and your loved ones. It's never too early or too late to tackle your financial wellbeing.
Let's connect! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It's time to brighten up your financial future by setting achievable long-term wealth goals.
#finance #wealth #advice #wellbeing
Let's connect! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
It's time to brighten up your financial future by setting achievable long-term wealth goals.
#finance #wealth #advice #wellbeing
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#TaxSeason #BC #Planning #Tax #Finance
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#TaxSeason #BC #Planning #Tax #Finance
Tax season is here, fellow Canadians! Did you know that smart tax planning can significantly boost your retirement savings? 💡
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#TaxSeason #BC #Planning #Tax #Finance
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#TaxSeason #BC #Planning #Tax #Finance
Life changes? Bring 'em on! 💪
We’re here to help you prepare, not just predict. Together, we’ll create a plan for all life’s twists and turns.
Partner right. Let's chat about getting the right plan in place.
Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeChanges #PartnerRight #SunLife
We’re here to help you prepare, not just predict. Together, we’ll create a plan for all life’s twists and turns.
Partner right. Let's chat about getting the right plan in place.
Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeChanges #PartnerRight #SunLife
Life changes? Bring 'em on! 💪
We’re here to help you prepare, not just predict. Together, we’ll create a plan for all life’s twists and turns.
Partner right. Let's chat about getting the right plan in place.
Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeChanges #PartnerRight #SunLife
We’re here to help you prepare, not just predict. Together, we’ll create a plan for all life’s twists and turns.
Partner right. Let's chat about getting the right plan in place.
Connect today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#LifeChanges #PartnerRight #SunLife
Don't miss the 2025 RRSP contribution deadline on March 3!
Maximize your tax savings by contributing before the deadline.
Reach out today with any questions or support you may need > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#RRSP #TaxPlanning #FinancialGoals
Maximize your tax savings by contributing before the deadline.
Reach out today with any questions or support you may need > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#RRSP #TaxPlanning #FinancialGoals
Don't miss the 2025 RRSP contribution deadline on March 3!
Maximize your tax savings by contributing before the deadline.
Reach out today with any questions or support you may need > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#RRSP #TaxPlanning #FinancialGoals
Maximize your tax savings by contributing before the deadline.
Reach out today with any questions or support you may need > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#RRSP #TaxPlanning #FinancialGoals
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
Connect today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact us for more information.
Connect today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact us for more information.
💼 Make sure your life insurance keeps up with your growing business. Convert your term policy to permanent coverage and get 3 months of premiums covered by Sun Life. Secure your legacy and build wealth while you're at it.
Connect today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact us for more information.
Connect today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/
#EntrepreneurLife #LifeInsurance
*Certain terms and conditions may apply. Contact us for more information.
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 the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.