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MDN Trinity Financial Services Inc. - KelownaFinancial advisor in Kelowna, BC

MDN Trinity Financial Services Inc. - Kelowna is a financial advisor at 1700 Dickson Ave #2000, Kelowna, BC V1Y 9G6, ranked #40 of 78 financial advisors in Kelowna and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Kelowna, BCUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about MDN Trinity Financial Services Inc. - Kelowna
Address1700 Dickson Ave #2000, Kelowna, BC V1Y 9G6Get directions
Phone(250) 564-4663
Websiteadvisor.sunlife.ca
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Kelowna and 1 town within 40 km: West Kelowna.

Based in Kelowna, BCView on map

Opening hours

Opening hours for MDN Trinity Financial Services Inc. - Kelowna
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about MDN Trinity Financial Services Inc. - Kelowna

How is MDN Trinity Financial Services Inc. - Kelowna ranked in Kelowna?

MDN Trinity Financial Services Inc. - Kelowna is ranked #40 of 78 financial advisors in Kelowna by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are MDN Trinity Financial Services Inc. - Kelowna’s hours?

MDN Trinity Financial Services Inc. - Kelowna is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does MDN Trinity Financial Services Inc. - Kelowna serve?

Serves Kelowna and 1 town within 40 km: West Kelowna. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about MDN Trinity Financial Services Inc. - Kelowna?

MDN Trinity Financial Services Inc. - Kelowna has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact MDN Trinity Financial Services Inc. - Kelowna?

Call MDN Trinity Financial Services Inc. - Kelowna on (250) 564-4663. The business is at 1700 Dickson Ave #2000, Kelowna, BC V1Y 9G6. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

MDN Trinity Financial Services Inc. - Kelowna compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
MDN Trinity Financial Services Inc. - Kelowna (this business)—685.0 (7)NoNo
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IG Wealth Management - Darcy Feth CFP, BCom, RRC, CPCA#39685.0 (7)NoNo0.2 km
Gronsdahl Wealth Management#41685.0 (7)NoNo0.2 km

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