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My commitment: High standards, always.

It’s not about having all the answers.

It’s about showing up with integrity and a plan.

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

#princegeorge #bc #northernbc #insurance #wealth #businessplanning #finance #insurance
Votre stratégie de placement est-elle prête pour 2026? Nous l’examinerons et apporterons les changements nécessaires pour que vous puissiez atteindre vos objectifs financiers, cette année et les suivantes. https://advisor.sunlife.ca/mdntrinityfinancial
Our job is to educate, not just advise.

Because when you understand your options, you make better decisions.

Learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #educate #advise #business #princegeorge #bc #northernbc
You’re in control of your future. We're here to help you see the path.

Let’s make sure your goals lead somewhere meaningful.

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

#finance #insurance #wealth #planning #princegeorge #bc #northernbc
Insurance isn’t a burden—it’s a strategy.

The right coverage does more than protect—it unlocks long-term possibilities.

Let’s make it work for you.

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

#princegeorge #bc #northernbc #insurance #wealth #finance
Your goals, your rules. We help you build the roadmap.

Financial advising is about creating a future that’s yours.

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

#finance #wealth #insurance #princegeorge #bc #northernbc #planning
Is your investment strategy ready for life's twists and turns? Sun Life products offer flexibility and growth potential to help you stay on track, no matter what comes your way. Book a review today!

https://advisor.sunlife.ca/mdntrinityfinancial
Dreaming of a comfortable retirement? Let's turn those dreams into reality. Discover how our personalized retirement planning can help you achieve the lifestyle you want. Let’s chat!

https://advisor.sunlife.ca/mdntrinityfinancial
Build 2026 with intention.

Your 2026 financial future starts now.

Let’s get organized, aligned, and confident.

Reach out today and start your new year strong. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#happynewyear #princegeroge #bc #planning #strategy #finance #insurance
2026 vision: Wealth, legacy, clarity.

Your 2026 plan isn’t just about money—it’s about vision.

Let’s create impact, intention, and assurance.

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

#newyear #princegeorge #bc #northernbc #finance #insurance #wealth #strategy
New year, new strategy.

2026 is around the corner. What’s your plan?

Let’s build it together—clearly and confidently. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #princegeorge #bc #northernbc
SMART goals

SMART goals

Welcome financial growth with goals that are:
✅ Specific
✅ Measurable
✅ Achievable
✅ Relevant
✅ Timely

For business owners, balancing short-term needs with long-term vision is crucial.
💵Short-term: Manage cash flow, reduce costs
💰Long-term: Expand operations, plan for succession

Let's work together to create a financial roadmap that aligns with your business ambitions. https://advisor.sunlife.ca/mdntrinityfinancial
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Leadership is about listening.

In every Client conversation, I lead with one goal: to understand.

That’s how great plans are built.

Reach out today and let’s begin the conversation > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #wealth #finance
If you're unsure where to start, start with a conversation.

Clarity begins when you understand what’s possible.

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

#finance #wealth #insurance #princegeorge #bc #northernbc
What’s actually ‘enough’ for retirement?

It depends on what you want to do, not just what you want to have.

Let’s define your number with purpose.

Reach out today to build a retirement plan that fits your goals >

#princegeorge #bc #northernbc #insurance #wealth #finance #planning
What I’ve learned in 16 years of planning:

- No strategy is perfect
- Consistency wins
- Trust is everything

Let’s keep learning and growing. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#advice #plan #strategy #princegeorge #bc #northernbc
Is your child's education fund on track?

Starting early and saving consistently can make a significant difference in your child's educational future.

Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options

Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.

https://advisor.sunlife.ca/mdntrinityfinancial
You don't need a background in investments to make smart money decisions, you just need someone who can help you understand how it works.

You just need someone who can teach the rules of the game.

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

#northernbc
Your health and wealth are deeply connected. Consider health insurance solutions like critical illness, disability, and personal health coverage for unexpected challenges.

Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider

Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.

Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Market changes can affect your investments. As we approach year-end, it's a good time to:
~Look at your current investment mix
~Make sure your investment plan still fits your long-term goals
~Think about tax efficient ways to adjust your investments

Let's make sure your investments are set for 2026. Get in touch today.

https://advisor.sunlife.ca/mdntrinityfinancial

Have questions?

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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.