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

Natalie | Financial Literacy Advocate | Trinity Wealth Partners

Natalie LeBlanc

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

Anne-Marie Chartrand

Administrative Assistant

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.

Contact Us

Resource Center

Four Types of Investment Risk

Natalie LeBlanc |
Categories
Investments
When we think about risk, lots of potential situations could come to mind. Repairing a roof without a safety hardness is risky. Getting on the highway every morning is risky. Investing is risky. The degree of risk in each situation, without exception, always depends on multiple factors. Are you wearing cleated boots? Is it snowing? Has the CEO of a multi-million-dollar tech company stepped down? The risk in any of these given situations can be mitigated with proper planning, preparation, and knowledge.

Using your RRSP for tuition: the Lifelong Learning Program

Patricia Bell |
Categories
Education
Under the LLP provision, you can withdraw up to $10,000 from your RRSP tax-free per year (to a maximum of $20,000). The LLP is similar to the much more popular Home Buyer's Plan, but instead of helping you buy your first home, the LLP is used to assist you in paying for post-secondary education costs for you or your spouse or common-law partner.

A quick guide to reopening your business post-lockdown

Elena Stewart |
If you’re planning on reopening your business soon, you’re not alone. Still, returning to business as usual may not be possible right now. In this guide, you’ll find plenty of useful resources to help you navigate the process of reopening, returning workers to the workplace, and implementing new protocols to keep everyone safe.

See more