MDN Trinity Financial Services Inc., a renowned financial institution located in Prince George, has a clear mission. Their objective is to inform and guide clients while crafting a customized financial plan that instills confidence in their future financial prospects. The MDN Trinity Financial Services Inc.'s dedicated team caters to your unique requirements. They are working towards constructing a personalized, all-encompassing solution that fosters lifelong well-being in both your finances and health. Their services encompass in-depth discussions and implementation of wealth management and insurance strategies, catering to both individual and corporate clients. Collaborating closely with industry partners and educators dedicated to continuous learning in the financial services sector, they are committed to providing a wealth of knowledge and unwavering support to ensure clients receive the utmost in financial experiences.
UNIQUE FACTS:
• Personalized and Holistic Solution
• Developing a Realistic Approach
• Achieving Lifetime Financial Security
• Online Appointment.
Best Financial Services in Prince George
Expert recommended Top 3 Financial Services in Prince George, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
MDN TRINITY FINANCIAL SERVICES INC REVIEWS
Matthew is top notch! We have worked with him for over 10 years and it has been nothing but positive. He genuinely listens to what our insurance needs and financial goals are and consistently helps us navigate to make the best investments. You can tell his clients are important to him. He makes himself available to them.
David Mothus is awesome! If you want a financial advisor who truly listens to your needs and cares about you as a person, not just as a client, then you really can't go wrong with Dave. I've got all my investments and my life/disability insurance through him. I had used other companies in the past, but Dave is the only one I feel I can completely trust to do what's best for me based on my personal circumstances. I always recommend him whenever I get the chance. Thanks so much, Dave.
Have been with Matthew about 10 years now. Have life insurance and family investments with them. It’s been great having all these products in one spot. Matthew and the Trinity Financial staff have been great to deal with.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.

Assante Wealth Management is a highly esteemed financial services company based in Prince George. This firm offers an extensive array of services and financial products to cater to all your financial requirements. Their team specializes in the provision of personalized financial planning services. As Assante advisors, their primary goal is to help you attain peace of mind and turn your future dreams into reality. Whether you're aiming for a worry-free retirement, saving for your children's education, fulfilling lifelong ambitions, managing a thriving business, or leaving a lasting legacy for your loved ones or a cherished cause, they are committed to guiding you every step of the way. Collaborating with your accountant, their advisors offer valuable insights into tax-efficient strategies, ensuring that your financial planning aligns with your tax goals. They deliver top-notch financial advice and evolve alongside their clients, assisting in making sound investment decisions and devising unique investment solutions tailored to individual client needs.
UNIQUE FACTS:
• Personalized Wealth Management Strategy
• Online Appointments
• Online Consultation
• Comprehensive Plan.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ASSANTE WEALTH MANAGEMENT REVIEWS
Excellent service and amazing communication. They are very focused on your needs and creating a financial plan that is very personal to you and your stage of life. I highly recommend calling and talking with one of their advisors.
Steve and the team have been so helpful! Thanks you guys.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.

Bob Hlina stands as one of the most esteemed financial advisors within Edward Jones. His role is characterized by a harmonious blend of seemingly opposing skills – comprehending the broad scope of your financial landscape while meticulously tending to the minutest of details, thinking both innovatively and analytically, and effectively balancing your immediate and future financial objectives. The collaborative journey commences with you sharing the intricacies of your overarching vision – your aspirations and dreams, the opportunities you seek, the challenges you face, and the dynamics of your family and business. Each of these aspects carries financial implications, and rest assured, there are tailored solutions for all of them. Bob and his team meticulously assess numerous investment options and financial solutions to identify those that align most perfectly with your unique goals and requirements. Subsequently, they craft a personalized portfolio that serves as the guiding roadmap toward the realization of your short-term and long-term financial ambitions.
UNIQUE FACTS:
• Online Appointment
• Certified Professionals
• Face to Face Conversations.
Specialty:
Contact:
Working Hours:
Wed: 8am - 4pm
Fri: 8am - 3pm
Sat: By Appointment
Sun: Closed
TBR® Inspection Report:
BOB HLINA - EDWARD JONES REVIEWS
Bob is so great to work with - has tons of experience and calm professionalism - just the right combo for reassuring clients.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.