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Small changes, big tax wins.

A tweak in income timing or asset ownership can save thousands.

Let’s review where you can optimize.

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

#princegeorge #bc #northernbc #insurance #wealth #strategy #planning
Check out these tips to help your retirement savings go farther:
- Maximize government benefits
- Manage withdrawals from RRSPs to minimize taxes
- Consider downsizing your house
- Understand healthcare coverage

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Do you know your ‘Retirement Number’?

It’s not random. It’s based on what you want to do in retirement.

Let’s define it together.

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

#retirement #finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Tax planning for real-life complexity.

Second homes, rental income, sell-offs—they all require intentional planning.

Let’s plan them before they land.

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

#princegeorge #bc #northernbc #insurance #wealth #strategy #planning
Financial security starts with a strategy.

Whether you're just starting out or preparing for retirement, a long-term plan gives you confidence for every stage.

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

#finance #wealth #insurance #princegeorge #bc #northernbc
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Financial planning is about more than money.

It’s about protecting your family, simplifying decisions, and freeing up your energy for what matters most.

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

#finance #insurance #wealth #princegeorge #bc #northernbc
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.

Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
The myth of the DIY financial strategy:

Google can’t replace context, experience, or personalized strategy.

Let’s move beyond templates and create a personalized strategy for you today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #connect #princegeorge #bc #northernbc
What happens to your business if you’re not there?

We’ll create a plan that helps protect your income, your team, and your long-term goals, even if life throws a curveball.

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

#health #wealth #princegeorge #bc #northernbc
Small business? Big planning needs.

From income protection to succession planning, business owners have unique financial needs.

Let’s build a plan that helps support you and your business.

Start with a free conversation. Reach out to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #wealth #investment #strategy
Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.

#WealthManagement #FinancialRoadmap
Family goals = financial goals.

Planning isn’t about charts and numbers. It’s about providing, protecting, and preparing for the people you love.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Small business? Big planning needs.

From income protection to succession planning, business owners have unique financial needs.

Let’s build a plan that helps support you and your business.

Start with a free conversation. Reach out to get started > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #wealth #investment #strategy
Corporate vs Personal Income: Are you maximizing efficiency?

The decision to extract or retain income affects taxes, growth, and future flexibility.

Let’s analyze what makes sense for you.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Every client deserves strategy, not guesswork.

If your plan feels like a list of disconnected accounts, we need to talk.

Let’s connect everything today and help create a strategy that you’re excited about.

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

#princegeorge #bc #northernbc #finance #connect #insurance #wealth
Budgeting isn’t restrictive—It’s freeing.

It’s not about saying “no.”

It’s about choosing what to say “yes” to.

Let’s help ensure your budget is working with you, not against you. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#insurance #wealth #strategy #finance #princegeorge #bc #northern BC
We understand the unique needs of those with diabetes. Sun Life’s innovative Term Insurance for Diabetes offers higher chances of approval compared to conventional life insurance and includes a Diabetes Care Program.

Apply now to enter our monthly $5,000 giveaway! Message me for details on how to protect your family's future.

*Certain terms and conditions apply. Reach out today to learn more > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.

Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/

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.