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Recession. No one likes to talk about it. But are you prepared to withstand market shocks?

The 3 best things you can do to insulate yourself are:

1. Ensure you have a diversified portfolio
2. Focus on quality investments
3. Maintain a long-term perspective

These things are easier to do when you have a team that can help.

Reach out today to set up an investment portfolio catered to you. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #wealth #insurance #investment #advice #princegeorge #bc #northernbc
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Business owner? Let's protect what you've built.

If you own a small or contracting business, your plan needs to reflect your risks, goals, and family.

Let’s talk structure and sustainability. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
More than wealth—building values.

Your money carries your values.

An estate plan helps you pass those on intentionally.

Reach out today to lay out a plan that works with your goals > https://advisor.sunlife.ca/mdntrinityfinancial/connect/.

#princegeorge #bc #northernbc #finance #insurance #money #values
If remote work is here to stay, then it’s time to adjust your financial strategy to match your lifestyle.

You may be saving more money on commuting and work attire, while spending more on your home office and utilities.

Let’s assess where you’re at and build a strategy that helps you reach your goals. Reach out today to begin the conversation > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
The power of a coordinated financial team.

Your accountant, lawyer, and advisor should be rowing in the same direction.

Collaboration = Clarity

We connect with your broader financial team to help ensure you feel fully supported.

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

#princegeorge #bc #northernbc #insurance #wealth #finance
Planning isn't about fear. It's about confidence.

People often come to me overwhelmed.

By the time we’ve walked through the strategy together, they leave empowered.

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

#financialplanning #insurance #wealth #finance #planning #princegeorge #bc #northernbc
Are you feeling squeezed between caring for your aging parents and supporting your own children? You're not alone.

Balancing multiple financial responsibilities can be overwhelming, but there are strategies to help.

Reach out and we can address your family's needs while helping to safeguard your own financial future. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Why I believe in ongoing relationships.

We don’t just meet once and disappear.

I stay with you as life evolves—so your plan can, too.

Let’s make sure your plan reflects your current goals.

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

#princegeorge #bc #northernbc #finance #insurance #wealth
Trusts: not just for the ultra-wealthy.

They can protect kids, charities, and complex assets.

Want to see if one fits your goals? Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#planning #insurance #advice #princegeorge #bc #northernbc #trusts
Smart financial decisions today set your business up for freedom tomorrow.

From cash flow to insurance— let’s connect the dots.

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

#princegeorge #bc #northernbc #connect #finance #investment #insurance #wealth
Tradespeople: Let’s talk planning.

You work hard. Now let’s make sure that work leads somewhere.

✔️ Retirement
✔️ Insurance
✔️ Taxes

Let’s build it right. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Let's talk about confidence.

True confidence isn’t about knowing everything—it’s about knowing who to ask.

Financial planning isn’t DIY—so don’t feel like you have to go it alone.

I’m here to help. Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeroge #bc #northernbc #finance #insurance #wealth #strategy #investment
Making a lot of money is one thing, but ensuring it lasts a lifetime is another.

It’s important to think about investing and insurance in a holistic way to help your money go further.

Let’s chat.
3 financial mistakes I see too often:

❌ Ignoring insurance
❌ Guessing at retirement needs
❌ Delaying investing “until things calm down”

Let’s fix that. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#Princegeorge #bc #northernbc #finance #wealth #insurance
Do you actually know where your money is going?

Most people don’t—and that’s okay.

Let’s take a clear, honest look together.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Building wealth doesn’t require being wealthy.

It starts with consistency, protection, and the right support.

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

#finance #planning #insurance #wealth #investment
Estate planning isn’t only for the elderly.

Young families, entrepreneurs, even professionals—it’s about preparing for the unexpected.

Let’s build intentional legacy now. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth #investment
Planning is about living on purpose.

It’s not about checking boxes.

It’s about helping you live more intentionally—with structure, freedom, and alignment.

Reach out today to help ensure that your strategy is helping you live with a purpose you believe in > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #wealth #insurance #finance
What does a financial planner actually do?

We don’t just manage money—we build structure, offer insight, and provide calm in complex situations.

Want a walkthrough? Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #princegeorge #bc #northernbc
A couple with a household income of $200k versus a family of 4 with a household income of $90k shouldn’t follow the same financial advice.

A financial roadmap should be as unique as you are. Reach out for advice that looks at the full picture.

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.