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.
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.
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.
Text: 902-905-5969
Book an appointment with Rick...
Trinity Wealth Partners had its roots in 1981 as CAQ...
Book an appointment with Patricia...
Patricia is a Senior Financial Planner. During her 30 years of experience, she...
Book an appointment with Lorna...
Lorna is very excited to be back at Trinity Wealth Partners having worked as an...
Bill is Trinity’s lead in the areas of insurance and group benefits. His personalized advice assists clients in building...
Before joining Trinity in 2013, Natalie was a recent Bachelor of Business Administration graduate with honours from...
Anne-Marie joined Trinity Wealth Partners in January 2021. Anne-Marie’s 35 years of experience has been in the...
