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...

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

The $1M Tax Break Most Business Owners Don’t Plan For

Richard Irwin |
Categories
Financial Planning
If you ever plan to sell your business, there’s a Canadian tax rule that can dramatically change what you keep after the deal closes: the Lifetime Capital Gains Exemption (LCGE). When it applies, it can shelter up to $1.25 million of eligible capital gains per person on the sale of qualified small business corporation (QSBC) shares (and also qualified farm/fishing property). The problem? Many owners assume they’ll qualify, then discover too late that they don’t...

3 Signs You’re Ready to Incorporate Your Business

Richard Irwin |
Categories
Financial Planning
Incorporating a business isn’t just a legal step, it’s a strategic one. For many business owners, the question isn’t if they should incorporate, but when . Do it too early, and you add complexity without much benefit. Wait too long, and you may miss out on tax planning, protection, and flexibility. Here are three clear signs that incorporation might make sense for you. 1. Your Business Is Generating Consistent Profit If your business is producing...

Why Having “Enough” Money Still Doesn’t Feel Like Enough

Richard Irwin |
Categories
Financial Planning
Investments
On paper, everything looks fine. You’ve saved. You’ve been responsible. You’ve done what you were supposed to do. And yet, there’s a lingering feeling that’s hard to explain. Am I actually okay? Can I really afford to slow down? What if something goes wrong? For many people, this is the quiet tension of modern financial life: having “enough” money, but not feeling confident about it. When the Goalposts Keep Moving Part of the problem is...

See more