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Why ‘siloed planning’ doesn’t work.

Your investments, taxes, estate, and insurance are interlinked.

Strategy only works when you connect the dots.

Reach out today to start building your holistic plan > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#insurance #wealth #finance #planning #princegeroge #bc #northernbc

Financial clarity leads to personal confidence.

If you’re unsure about where things stand, you’re not alone. I’ll walk you through it, step by step.

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

#finance #princegeorge #northernbc #bc #connect #business

Your financial strategy should feel like an ‘Ah-ha’ moment.

Good advice doesn’t leave you overwhelmed. It should empower you.

My role is to turn confusion into clarity.

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

#princegeroge #bc #northernbc #finance #insurance #wealth

With the summer break wrapping up, it’s a great time to think about your child’s RESPs. Get in touch to discuss your contributions and if you’re on track to set them up for success in their future.

In the face of economic challenges, it’s important to do what you can to protect your business, your employees and your income.

Get in touch today to discuss how you can protect your business. > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #insurance #wealth #income #investment

How to start financial planning in your 30s.

Your 30s are prime time to get serious about your future.

Start small, be consistent, and don’t go it alone.

I can help you build a roadmap tailored to your life.

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

#princegeorge #bc #northernbc #finance #insurance #wealth

Smart financial planning isn’t just for big corporations.

Even small businesses can benefit from tailored strategies that support growth and sustainability.

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

#wealth #princegeorge #bc #northernbc #business #smallbusiness

Your financial mid-rear check-in.

Are your 2025 goals on track?

Let’s pause, review, and adjust.

Reach out today for your personalized check in > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #insurance #wealth #strategy #finance #planning #investment

Do you have a plan, or just products?

A real plan isn’t just RRSPs and insurance.

It’s a long-term strategy that considers your life.

Let’s connect and build something with purpose.

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

#finance #plan #insurance #princegeorge #bc #northernbc

FOR IMMEDIATE RELEASE
MDN Trinity Financial Services Inc. Names Two New Partners – Both Under 30 – Ushering in a New Era of Leadership in Prince George

Prince George, BC – August 19, 2025 – MDN Trinity Financial Services, a leading financial firm serving Northern BC and beyond, is proud to announce the appointment of Crystal Loreth, QAFP®️, and Michael Martens, QAFP®️, as the newest partners of the firm — making them the youngest partners in MDN Trinity Financial Service’s history, both stepping into this leadership role before the age of 30.

This milestone represents more than just internal growth — it’s a signal of transformation within Prince George’s professional landscape. As two locally based Sun Life advisors, and UNBC graduates who have risen through the ranks, Crystal and Michael are not only shaping the future of MDN Trinity Financial Services but also helping lead the next generation of financial leadership in British Columbia.

“This is a proud moment not just for our firm, but for the entire Prince George business community and the communities and Clients we serve across BC” says Stephen Neudorf, Founder and CEO at MDN Trinity Financial Services. “Michael and Crystal bring exceptional care, integrity, and strategic thinking to everything they do. Their leadership is a natural extension of the value they already provide to their clients every day.”

Crystal Loreth, Financial Planner at Sun Life, a born-and-raised Prince George local, began her career as a service associate and has become known for her relatable, solutions-driven approach to personal, business and family financial planning. Michael Martens, Financial Planner at Sun Life is celebrated for his Client-first approach and ability to simplify complex financial strategies for business owners, individuals, and families alike.

Their appointments reinforce MDN Trinity Financial Services’ focus on building long-term trust and creating leadership that evolves with Client needs. Both Crystal and Michael will play key roles in expanding the firm’s services, mentoring future advisors, and delivering on MDN Trinity Financial Service’s commitment to customized, education-driven financial strategies.

“We’re proud to show young professionals across Prince George that meaningful career growth — even at the highest levels — is possible right here at home.” says Crystal Loreth, Financial Planner at Sun Life. “For me, becoming a partner is about strengthening the relationships I’ve built with Clients and showing my commitment to being their lifelong financial planner. It’s an opportunity to continue building something lasting, while helping shape the future of MDN Trinity Financial Services and the positive role we play in the lives of Clients and the community at large.”

“Being named a partner at this stage in my career means more than a title, it’s a commitment to the Clients I serve,” adds Michael Martens, Financial Planner at Sun Life “This partnership shows Clients that they can count on stability and longevity — someone who will walk with them through their entire financial journey, without disruption or changeover. It’s about building relationships that truly last.”

Why This Matters:
• MDN Trinity Financial Services is one of the most respected financial firms in the region — and this leadership shift ensures continuity, innovation, and longevity.
• The firm serves many of Prince George’s leading business owners, individuals and families, and these appointments strengthen that trust.
• It’s a rare story of young, local leadership stepping up in a typically older industry — a positive narrative that reflects broader economic confidence in the region.

For media inquiries or to schedule an interview with the new partners, please contact:
Emily Martens
Emily.martens@sunlife.com
250-301-0767
https://advisor.sunlife.ca/mdntrinityfinancial/about/
________________________________________
About MDN Trinity Financial Services
MDN Trinity Financial Services is a Prince George–based financial services firm specializing in personalized, education-driven advice for business owners, individuals, and families across British Columbia. With a focus on long-term relationships, integrity, and holistic strategies, the MDN Trinity Financial Services team is committed to helping Northern BC thrive, one financial roadmap at a time.

Your financial future should feel like your favourite campsite: prepared, peaceful, and ready to enjoy.

Let’s build that foundation together.

Start your financial plan this summer. Reach out today > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#wealth #heatlth #life #princegeorge #bc #northernbc

Back-to-routine = Back-to-strategy.

As life settles into a rhythm again, it’s the perfect time to revisit your plan.

Let’s reconnect. Reach out today to book an appointment > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #northernbc #finance #insurance #wealth #clarity #planning

Want to teach your kids about money management this summer? Try the Three Jar Method.

Help your children divide their allowance or summer job earnings into three jars:
1. Spend
2. Save
3. Share

This simple system introduces budgeting, saving for goals, and the importance of giving back. It's a fun, visual way to start important money conversations with your kids during their time off from school.

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

#finance #insurance #wealth #strategy #princegeorge #bc #northernbc

You’ve built something valuable — now let’s protect it.

Insurance planning and strategic advice can help safeguard your business and your family.

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

As a parent, there's nothing quite like the pride of watching your child walk across that stage at graduation.

But let's be honest – the journey to that moment can be filled with financial stress and worry.

Let's chat about how starting to save early, can help them in the long run.

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

#princegeorge #bc #northernbc #finance #wealth #insurance #strategy

Mid-year financial check-in:

Are you on track for your 2025 goals?

Now’s the time to pause, reflect, and adjust.

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

#finance #insurance #wealth #princegeorge #bc #northernbc

Complex finances don’t have to be confusing.

We work with business owners to turn complexity into clarity and strategies into action.

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

#princegeorge #bc #northernbc #learn #connect #finance #wealth #insurance

It’s Not About ‘More Money.’ It’s About ‘More Clarity.’

A financial plan is peace of mind in disguise.

Clear direction. Consistent progress. Confidence.

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

#FinancialClarity #HolisticPlanning #PrinceGeorgeFinance

The most common financial questions I hear:

✔️ When should I start investing?
✔️ What if I don’t have enough saved?
✔️ Is insurance worth it?

Let’s ensure you get clarity. Reach out today and get these questions answered for yourself > https://advisor.sunlife.ca/mdntrinityfinancial/connect/

#princegeorge #bc #nothernbc #finance #ceo #business #insurance #connect