Keep up-to-date

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.

Start 2026 with confidence.

Before January 1, let’s build a plan that starts your year strong.

Your goals. Your timeline. Your plan.

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

#finance #newyear #strategy #insurance #wealth #planning #support
Financial advising should leave you feeling empowered, not overwhelmed.

Together, we’ll create a strategy that gives you direction and confidence.

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

#finance #insurance #wealth #princegeroge #bc #northernbc
The most underrated wealth tool: time.

It’s not timing the market—it’s time in the market.

Start early. Stay consistent.

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

#princegeorge #bc #northernbc #finance #insurance #wealth
Year-End Tax Checklist:

📋 Maximize RRSPs
📋 Charitable giving
📋 Portfolio review

Let’s finish 2025 strong. Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#YearEndPlanning #TaxEfficiency #AdvisorSupport
Don't let holiday joy turn into January budget blues. Unwrap our guide to seasonal spending, smart insurance tips and tax-saving strategies that keep your wallet merry and bright. Start 2026 financially strong!

Read our complete holiday money management guide: www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/your-guide-to-holiday-money-management/
Real estate investor? You need a strategy.

Structuring property ownership and financing can reduce taxes and increase flexibility.

Let’s explore your options. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#connect #investment #wealth #insurance #princegeorge #bc #northernbc
You deserve more than a one-size-fits-all plan.

We tailor every strategy to fit your goals, lifestyle, and future vision.

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

#fianance #wealth #insurance #princegeorge #bc #northernbc
The Festival of Trees last weekend was the perfect way to kick off the holiday season.

Our team had an amazing time attending the gala and fashion show, and touring the beautifully decorated trees. We’re proud to sponsor and support this special event and the Spirit of the North Healthcare Foundation, and grateful to be part of a community that celebrates with so much heart!
Did you know that a Tax-Free Savings Account can be a valuable tool in retirement?

Learn more and reach out today and let us help you use your TFSA in the most effective way possible. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#wealth #insurance #insvestment #tfsa #bc #northernbc #princegeorge
Watch video
Sun Life’s current offer is the perfect opportunity to set your family up with lifetime protection while giving your wallet a break in the first year of coverage. Don’t wait, this offer ends December 31. Let’s chat!
Great planning starts with great collaboration.

We work alongside lawyers, accountants, and other professionals to build truly integrated strategies.

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

#business #planning #princegeroge #northernbc
Brighten lives with strategic giving

Brighten lives with strategic giving

Maximize your charitable impact while optimizing tax benefits with strategic giving options. 🎁

Let's explore how tax-efficient donations can align with your philanthropic goals and financial strategy. Book a consultation to discuss your charitable giving plan for this year and beyond.

https://advisor.sunlife.ca/mdntrinityfinancial
Watch video
Q4 tax moves that matter.

Charitable donations, income deferrals, corporate draws…

These Q4 moves impact your April return.

Reach out today and let’s build a strategy that works for you > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #finance #strategy #princegeorge
What You Can Expect Working With Me

✔️ Respect
✔️ No sales pressure
✔️ A real strategy for your life

If that sounds good, let’s connect. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
What’s your strategy for the next 10, 20, or 30 years?

If you don’t have one, we’ll help you build it.

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

#finance #connect #health #wealth #life #business #princegeroge #northernbc
How business and tax planning overlap.

The lines blur quickly.

Let’s make sure you’re optimizing across both sides. Reach out today to help ensure you’re making the most of your plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#TaxPlanning #BusinessOwnerAdvice #IntegratedStrategy #princegeorge #bc #northernbc
Smart planning strategies can unlock major advantages for business owners.

Let’s explore what options are available to you.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
You deserve to feel in control of your future.

Strategy is less about perfection and more about participation.

Let’s build something you understand.

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

#princegeroge #bc #northernbc #finance #insurance #ceo #business
It’s never just about money.

It’s about protecting your family, achieving freedom, and building a legacy you’re proud of.

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

#finance #wealth #insurance #princegeorge #bc #northernbc
When inflation rises during retirement, it's important to take proactive steps to protect your purchasing power and financial stability.

Here are some strategies to consider:
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible

Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

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

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

Let's connect
Sunlife
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.