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.

As the year winds down, think about the legacy you plan to leave. Your nest egg can nourish generations to come.

Consider a few legacy-building strategies:
-Review and update your estate plan 📄
-Explore tax-efficient wealth transfer options 💰
-Discuss your values and wishes with loved ones 💖
-Consider charitable giving strategies 🎁
-Evaluate the benefits of trusts for asset protection 🛡️

A well-crafted legacy plan isn't just about transferring wealth; it's about passing on your values, wisdom and vision for the future.

Let's connect and design a strategy that reflects your unique goals and aspirations. Your legacy is more than money.
3 questions to ask before retirement:

What will your lifestyle cost?
Where will your income come from?
What if something changes?

Let’s talk about your answers. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #planning #connect #princegeorge #bc #norhernbc
You’ve worked hard to build your business.

Now let’s make sure it supports the life — and legacy — you’re aiming for.

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

#finance #insurance #wealth #planning #princegeorge #bc #northernbc
Structure follows vision.

Without vision, even the best system won’t deliver.

Let’s align yours—then structure accordingly.

Let’s start today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #planning #strategy #insurance #wealth #confidence
What does your ideal business exit look like?

Whether it’s retirement, sale, or family transition, now is the time to plan.

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

#insurance #wealth #finance #princegeorge #bc #northernbc
One small tweak, big long-term impact.

Sometimes, the change that matters most isn’t drastic—it’s strategic.

Review. Refine. Repeat.

Make sure you have an advisor that connects with you regularly to keep up with the most strategic changes.

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

#princegeorge #bc #northernbc #finance #insurance #wealth #connect #ceo #business #financialadvice
Tax season is right around the corner.
✅ Gather all income documents (T4s, T5s, etc.)
✅ Collect receipts for deductible expenses
✅ Review last year's tax return
✅ Check for unused credits or deductions
✅ Consider RRSP contributions before the deadline — there's still time!

Let's connect to explore how solutions like RRSPs, TFSAs or RESPs can potentially reduce your tax burden and boost your long-term financial wellbeing.

Questions about tax-efficient investing or retirement planning? Get in touch about tax season and beyond.
Business owners—Is your personal plan aligned?

Your business is growing—but is your personal wealth plan keeping up?

Let’s connect the two.

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

#business #ceo #finance #wealth #planning #support #princegeorge #bc #northernbc
Planning with purpose.

My goal isn’t just to grow your money—it’s to make sure it aligns with your values.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Have you started a side gig to supplement your full-time income?

Here are some tips to help you out on the financial side of things:
- Separate your personal and business finances
- Keep detailed records
- Save receipts
- Think about tax implications
- Consider insurance

If you have questions about how to handle your new income, reach out! > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Heading south for the winter? Before you swap your boots for flip-flops, let's ensure your finances are as ready for the journey as you are. A few helpful reminders...

💰 Fund check: Is your budget winter-ready?
🏠 Home security: Try home monitoring for peace of mind
🏥 Healthcare: Know your coverage limits abroad
✈️ Travel insurance: Don't leave home without it!

Ready to make your snowbird dreams take flight? Let's chat about optimizing your retirement strategy for your sun-seeking lifestyle. Reach out for a pre-vacation financial checkup.

#SnowbirdLife #Retirement #SunLifeCanada
Helping you plan for what matters most.

Your retirement. Your family. Your legacy. Let’s build a plan that supports it all.

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

#wealth #finance #insurance #princegeorge #bc #northernbc
Checklist: Are you financially organized?

📋 Insurance up to date?
📋 Emergency fund in place?
📋 Investments reviewed?

If not, let’s build a clear path forward.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
With Cyber Monday happening on December 1, let’s talk about protecting your business from digital threats.

Here are some quick tips to boost your cybersecurity.
-Update software and systems
-Train your team on phishing awareness
-Use strong, unique passwords for all accounts
-Enable two-factor authentication
-Backup your data regularly

Remember, a secure business is a successful business.

Need help safeguarding your business beyond the digital realm? Let's connect to discuss comprehensive protection strategies for your company's future.

#CyberSecurity #CyberMonday #SunLifeCanada
Business owners — when was the last time you looked at the big picture?

Your business goals, your family’s future, and your own retirement — all in one clear plan.

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

#wealth #finance #insurance #princegeorge #northernbc #bc
End of year financial review:

📊 Before the calendar flips, let’s take stock.

✔️ Are you making the most of your RRSP?
✔️ Do you need to adjust your plan?

Let’s review. Reach out today to get started > https://advisor.sunlife.ca/mdntrinityfinancial/about/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
We are honoured to be named 2025 Business of the Year by the Prince George Chamber of Commerce!

This recognition is a reflection of the dedication of our team, the trust of our Clients, and the support of our community.

To the Prince George Chamber of Commerce, thank you for this honour and for the work you do to celebrate and strengthen local business. Our evening at the Business Excellence Awards was fantastic. Thank you to the incredible hosts and to Judy Wilson-Raybould for such an impactful keynote message.

To our Clients, thank you for putting your trust in us. It’s a privilege to walk alongside you. Your loyalty and belief in what we do makes everything possible.

To our community, thank you for the ongoing support, encouragement, and connection that makes Prince George such an incredible place to live and work.

To our team, thank you for your continued commitment to excellence, integrity, and care in everything you do.

We’re deeply humbled by this recognition and proud to serve the Prince George community!

Also check out the incredible award re-design by VanHorlicks!
You deserve a plan that’s proactive, not reactive.

Let’s get ahead of life’s milestones, not just respond to them.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
The 3 pillars of every great strategy:
- Protection
- Growth
- Tax Efficiency

These aren’t just buzzwords—they’re the foundation.

Reach out to see how these three pillars can help us develop your financial strategy. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #princegeorge #bc #northernbc #connect #business #ceo
Preserving wealth is just as important as creating it.

Let’s talk about how to protect what you’ve built through intentional planning.

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

#finance #insurance #wealth #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.