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...

Jessica Lush

Associate Advisor & Licensed Mutual Fund Representative

Jessica is a licensed mutual fund representative, committed to helping individuals and families build, protect, and grow...

Sara Rent

Executive Assistant

Sara is an integral part of Trinity Wealth Partners as Rick's Executive Assistant.

With a rich background in Client...

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

Debt Repayment vs. Investing: Which Should Come First?

Richard Irwin |
Categories
Financial Planning
Finance
Personal Finance
One of the most common questions we hear in financial planning is a deceptively simple one: “Should I use my extra cash to pay down debt, or should I invest it?” Like many questions in financial planning, the answer is: it depends. There is no universal rule that says you should always pay off debt before investing—or always invest while carrying debt. The better approach is to look at the cost of the debt, the...

What Changes Financially When You Turn 65 in Canada?

Richard Irwin |
Categories
Financial Planning
Turning 65 has traditionally been associated with one major milestone: Retirement. But today, plenty of Canadians continue working well beyond 65, while others retire years earlier. So age 65 isn’t necessarily the finish line anymore. Financially, however, it remains an important milestone. Government benefits become available, tax credits change, retirement income decisions become more important, and the way you draw money from your savings deserves another look. Here are some of the biggest financial considerations...

The Sandwich Generation: When You’re Financially Supporting Everyone but Yourself

Richard Irwin |
Categories
Financial Planning
For many Canadians in their 40s, 50s and 60s, financial planning has become a balancing act. You’re trying to prepare for retirement. Your children may still need help with tuition, housing, childcare or the cost of starting their lives. At the same time, your parents are getting older and may increasingly need financial, physical or emotional support. You’re caught in the middle. It’s often called the “sandwich generation.” And what initially feels like a family...

See more