Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.
Mortgage referrals and insurance products, including segregated fund policies are offered through Trinity Wealth Partners Inc. , and Investment Representatives Rick Irwin and Patricia Bell offer mutual funds through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. Used with permission.