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.

01. About Us

Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower. Through a combination of personal and digital engagement, we strive to deliver personalized financial solutions to help you sleep well at night.  

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.  We believe that financial planning is an ongoing process, and we seek to build long-term relationships with clients to help guide them along this path.

03. Our Process

We developed our unique 360-degree planning process to understand what matters most to you and deliver solutions to achieve your goals.  We look at all areas of your financial life to develop a custom plan tailored to your specific needs.

Our Team

Don Murray CFP, FMA, FCSI

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the...

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence for...

Liza Oulton

Liza brings 15 years of experience in capital markets, specializing in institutional global equities sales trading. She...

Sara Rent

Executive Assistant

Sara is excited to begin her journey with Trinity Wealth Partners as Rick's Executive Assistant.

With a rich background...

Amy Cameron

Operations & Marketing Manager

With more than 20 years of experience in project management and marketing, Amy Cameron offers a perfect fit for the role...

We provide evergreen wealth solutions for individuals and families to build trusted long-term relationships. Our goal is to educate, engage and empower you on the journey to financial success.

Contact Us

Resource Center

Why December Is the Most Important Month for Taxes

Richard Irwin |
Categories
Taxes
Financial Planning
When people think about December, they think about gifts, gatherings, and a well-earned break. But here’s the secret every financially organized person knows: December is the single most important month for your taxes. Not February. Not tax-filing season. December. Because a lot of the smartest tax moves you can make, the ones that actually save you money, have to be done before December 31st . Here’s a simple breakdown of what matters, why it matters...

Beneficiary Designations: Understanding How Beneficiary Choices Impact Estate Planning and Probate

Richard Irwin |
Categories
Financial Planning
Estate planning is a critical process for those seeking to ensure that assets are distributed according to their wishes and to minimize administrative delays and costs after death. One of the most effective strategies to streamline this process is proper use of beneficiary designations on investment accounts. This article explores the role of beneficiary designations, the types of accounts that allow them, their impact on probate, and best practices to avoid probate complications. What Are...

What Three Christmas Classics Can Teach Us About Money

Richard Irwin |
Categories
Financial Planning
Every December, we go back to the same holiday classics. They make us laugh, cry, and sometimes… rethink our life choices. But hidden behind the snow, the music, and the nostalgia are real lessons about planning, values, and financial behaviour. Here are three iconic Christmas movies, and what they can teach us about money. 1. Home Alone , Always Have a Plan (and a Backup Plan) Kevin McCallister didn’t plan to be left home alone...

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