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What isn’t talked about enough surrounding finances:
➡️ Decision fatigue
➡️ Emotional triggers
➡️ Confidence gaps

It’s not just about numbers—it’s about behaviour.

Reach out today and let us support you with the emotional side of finances. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth
Why diversification isn’t just for investing.

You diversify your portfolio… but have you diversified your income protection?

Disability, critical illness, life coverage—they all play a role.

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

#finance #wealth #insurance #planning #princegeorge #bc #northernbc
When juggling many different assets, you need a strong plan in place.

Together, we can optimize your assets with the aim to make you money and to protect you for the long term.
The right financial plan helps you live better now and later.

Your strategy should support your today and your future. Let’s find that balance.

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

#princegeorge #bc #northernbc #connect #finance #wealth #insurance #business
With the rising cost of living, have you had to take on a second job or side hustle?

It might be time to create a financial roadmap so you can understand your spending habits and start working towards your goals.

Let’s work together to help make your money go further. Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
You don't have to know all the answers.

You just need to be willing to ask the right questions.

That’s where we begin—together.

Reach out today and let’s get you some answers. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #wealth #finance #northernbc
The 3 estate mistakes I see too often:

🔸 No will updates
🔸 No beneficiary clarity
🔸 No tax-optimized structure

Let’s get ahead of these. Reach out today to help ensure that you are prepared. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #wealth #insurance #princegeorge #bc #northernbc
Protecting what matters most.

Planning isn’t just for retirement—it’s for life’s “what ifs.”

From emergency savings to disability coverage, we’ll help make sure you’re protected from the unexpected.

Let's build peace of mind. Reach out today to get started. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth #investment
What’s your business succession plan?

If you plan to sell, retire, or transition leadership, now is the time to start building that exit strategy.

Reach out today to start building your plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #succession #business #ceo
What I mean by ‘Holistic Planning’.

We’re not just talking about investments.

We’re talking insurance, taxes, estate, income—and life.

Start building your holistic plan today. Reach out now to get started.> https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth
Disability insurance helps protect you financially by replacing a portion of your income if you’re ever diagnosed with a covered medical illness, mental health issue, or injury that prevents you from working.

Getting an individual disability insurance policy can be beneficial for you even if you don’t work in a physically demanding role. As an example, if you are diagnosed with major depression that prevents you from working, your policy could replace a portion of your income while you focus on your mental health.

Interested? Let’s talk about if it’s right for you. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
It’s easy to overspend when you don’t track your monthly finances. Here are a few common spending triggers that can cause us to buy non-essential items:

- Sales and discounts
- Payday spending
- Paying with your phone
- Social media influence

If you wonder where your paycheck is going at the end of each month, reach out and we can figure it out together.
RRSP vs. TFSA: What's right for you?

It depends on your income, goals, and future tax bracket.

Let’s walk through it together—no jargon, just clarity.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
Your legacy starts today—not tomorrow.

Estate planning isn’t just for the wealthy—it’s for everyone with loved ones, values, and a future.

Let’s structure it with intention.

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

#princegeorge #bc #northernbc #finance #insurance #wealth #strategy #planning
You shouldn’t have to figure it all out alone.

We provide guidance that helps simplify and support your financial decisions.

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

#connect #finance #planning #wealth #insurance #investment
Are you solving the right financial problem?

Most people fixate on saving more.

But the real win comes from structuring better.

Let’s zoom out and take a look at the big picture.

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

#princegeorge #bc #northernbc #finance #insurance #wealth #ceo
How much money do you actually need when you retire? Well, it depends on your circumstances and goals. Will you have house payments? Do you want to travel?

Let’s assess your goals to help ensure your financial roadmap helps you get there.
Wondering what it's like to work with a financial advisor for the first time?

Learn more, and reach out today to get started on your financial journey. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #investing #planning #advice
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Business owners — when was your last financial strategy session?

A lot changes in a year. Let’s revisit your goals and make sure your plan is still working for you.

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

#princegeorge #bc #northernbc #team #finace #planning #insurance #wealth
Insurance = Income Protection

If your ability to earn is your greatest asset, why not protect it?

It’s not about fear—it’s about being prepared.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc

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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.