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, Owner & Partner, Trinity Wealth Partners
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...

Connor McCrudden

Connor McCrudden is excited to join Trinity Wealth Partners as an Independent Financial Advisor. A proud graduate of...

Sara Rent

Associate Advisor

Sara is excited to begin her journey with Trinity Wealth Partners as an Associate Advisor.

With a rich background in...

Freyja Malchy-Aster

Executive Assistant

Freyja is an Executive Assistant at Trinity Wealth Partners, known for their adaptability, attention to detail, and...

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

Mid-Year Market Update – 2025

Richard Irwin |
Categories
Financial Planning
The first half of 2025 presented investors with a perfect storm of complexity and uncertainty. Geopolitical conflict, a reordering of global trade, and persistent inflation in the U.S. made for volatile, unpredictable markets and left many wondering if 2024’s outsized gains would be completely erased. But for prescient active managers, the market turmoil was an opportunity to buy quality businesses at a deep discount, creating real potential for long-term wealth creation. The US stock markets...

Avoiding the 70% Rule: Why Most Wealth Disappears by the Second Generation

Richard Irwin |
Categories
Retirement Planning
Financial Planning
Estate Planning
Canada is in the middle of the largest intergenerational wealth transfer in history. Over the next decade, an estimated $1 trillion will move from baby boomers to their children and grandchildren. But here’s the challenge: most families aren’t prepared, and the odds aren’t in their favour. Studies show that about 70% of family wealth is lost by the second generation, and 90% is gone by the third. That’s not due to bad investments or high...

Heading Out This Summer? Here’s Why Travel Insurance Should Be on Your Packing List

Richard Irwin |
Categories
Insurance
Vacation season is in full swing. Whether you're planning a road trip across Canada, a beach getaway down south, or a big international adventure, the last thing you want to think about is something going wrong. But here’s the thing, travel insurance isn’t just for the overly cautious. It’s for anyone who wants peace of mind while they’re away from home. Because when something does go wrong (and it often does), it can get very...

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