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

Lead, Insurance and Group Benefits

Bill is Trinity’s lead in the areas of insurance and group benefits. His personalized advice assists clients in building...

Natalie | Financial Literacy Advocate | Trinity Wealth Partners
Executive Assistant & Financial Literacy Advocate

Before joining Trinity in 2013, Natalie was a recent Bachelor of Business Administration graduate with honours from...

Anne-Marie Chartrand | Administrative Assistant | Trinity Wealth
Office Manager

Anne-Marie joined Trinity Wealth Partners in January 2021.  Anne-Marie’s 35 years of experience has been in the...

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.

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Lorna Maughan |
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Yes, retirement should be exciting. But for many of us, the thought of leaving our jobs forever can be daunting. After all, our careers play an important role in shaping our identity.