Crystal Loreth - Financial Planner, Sun Life

Crystal Loreth - Financial Planner, Sun Life I am dedicated to providing exceptional service, guidance and support to help my clients make informed decisions to acheive financial success.

I specialize in:
-retirement planning
-insurance and risk management
-tax planning
-estate planning I am pleased to be associated with MDN Trinity Financial Services Inc. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the followi

ng link: bit.ly/3FevgFo. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.

07/22/2026

Last week’s announcement of the Prince George Northwood Pulp Mill’s closure is a significant loss for our community.

Behind every job is a family, a future, and a person facing unexpected change. For those affected, there are important financial decisions ahead, including pension transfers, Sun Life Group Retirement plans, severance, and planning for what's next.

If you have questions or simply need guidance, our team is here to help.

Prince George has always been a community that comes together during difficult times, and we're proud to do our part in supporting those who need it most.

Please connect today to start the conversation

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, ...
03/05/2026

Tax season isn't just about filing — it's about planning ahead. From RRSP contributions to income splitting strategies, there are things you can do now to better position your finances for next year and beyond.

Get in touch to find out what strategies work best for you. https://bit.ly/4st29Fc

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning ...
03/05/2026

A withdrawal strategy can help create dependable income while helping you manage risk. Let’s chat about income planning basics that fit your needs. https://bit.ly/3OOBFPT

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures...
03/03/2026

Tax time is also estate-planning time. Reviewing your return helps ensure beneficiary designations, ownership structures and transfer plans align with your wishes, while reducing potential taxes on asset transfers.

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investm...
02/28/2026

Winter is still here, but your financial wellbeing can shine. Now's the perfect time to review your savings and investments and help ensure you're on track for growth. Let’s connect to explore Sun Life's diverse wealth solutions that we can tailor to your goals.

https://bit.ly/3MV8vho

Did you know that payout annuities can help provide financial predictability in retirement? Benefits include: • Reliabl...
02/26/2026

Did you know that payout annuities can help provide financial predictability in retirement?

Benefits include:
• Reliable monthly income
• Protection against market volatility
• No investment management required
• Peace of mind planning

Discover how guaranteed income streams can complement retirement portfolios and provide stability. Let’s chat! https://bit.ly/4u5umUb

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it ...
02/24/2026

Do you want to keep more money in your business? Let's talk about smart tax strategies that fit your company to make it more tax efficient. 📊

Ready to save? Visit my website to set up time to chat. https://bit.ly/3ZXOCsX

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal...
02/20/2026

Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://bit.ly/4rvhF3f.

Let's book time to develop your personalized Sun Life One Plan. Reach out today.

Start your journey today.It’s never too early (or too late) to take control of your finances.One step at a time, with so...
12/23/2025

Start your journey today.

It’s never too early (or too late) to take control of your finances.

One step at a time, with someone in your corner.

Ready to start? Reach out today > https://bit.ly/44EmvSn

Meet the Team at MDN Trinity Financial Services.I’m proud to work with a team that values trust, education, and care.Her...
12/17/2025

Meet the Team at MDN Trinity Financial Services.

I’m proud to work with a team that values trust, education, and care.

Here’s a quick look at who we are. Want to work with us? Reach out today > https://bit.ly/4qfK6kH

Address

1448 6th Avenue
Prince George, BC
V2L3N2

Telephone

+17783496066

Website

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