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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
You’re busy running your business. We’ll help make sure your personal finances aren’t left behind.

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

#finance #business #smallbusiness #wealth #princegeorge #bc #northernbc
Why budgeting isn't about deprivation.

Yes, you can still have your latte. Budgeting is about choice, not restriction.

Let’s talk about building a spending plan that aligns with your goals.

Book a quick discovery call. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth #investment
You shouldn’t have to guess your way through financial decisions.

My role is to give you the tools, education, and strategy to move forward with purpose.

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

#princegeorge #bc #northernbc #connect #finance #strategy
Apply for life or critical illness insurance and you can enter Sun Life’s Diabetes Protect to Win Contest! You could win $5,000, plus Sun Life will donate $5,000 to diabetes charities with each draw. Reach out and we can discuss your protection needs!

#DiabetesInsurance #FinancialSecurity

*Certain terms and conditions apply. Contact me for more information. 
If you don’t understand your financial strategy, you won’t trust it.

That’s where we start. Let’s build a financial strategy that you fully understand and trust.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
Top 3 mistakes I see (and how to avoid them)::

❌ Waiting too long to start
❌ Overcomplicating things
❌ Not protecting income

Let’s fix those, together.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Paying off student loans?

Get in touch to see how paying down your loans can fit into your overall financial roadmap.
It’s not just WHAT you own… it’s HOW it’s held.

Account structure matters—especially for future tax and estate planning.

Want clarity on your holdings?

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

#finance #insurance #wealth #planning #princegeorge #bc #northernbc
Divorce isn't just emotionally challenging — it can take a major toll on your finances too.

Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children

If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

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

#finance #insurance #wealth #investment #princegeorge #bc #northernbc
We're not here to sell. We're here to solve.

The best financial advice is personal, professional, and pressure-free.

Let’s talk about what you actually need.

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

#financialplanner #finance #insurance #wealth #princegeorge #bc #northernbc
Good planning is calm, not flashy.

The most effective strategies are often the quietest:

📊 Consistency
🧾 Simplicity
🛡️ Protection

Let’s build a solid foundation.

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

#planning #advice #wealth #insurance #princegeorge #bc #northernbc
Financial planning doesn’t have to feel overwhelming.

I’ll walk you through every step so you can move forward with confidence.

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

#finance #financialplanning #northernbc #bc #princegeorge #investment #wealth #insurance
If you’re a high earner, you may have noticed you’re paying a lot at tax time. The good news is there may be a way to reduce your tax burden.

Reach out and we can see how making some small changes may help reduce your tax bill at tax time.

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.