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

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

Caught in the Middle: The Real Costs of Being in the Sandwich Generation

Richard Irwin |
Categories
Financial Planning
September’s here, and while back-to-school is in full swing, many Canadian families are facing another reality: the “Sandwich Generation.” That’s when you're supporting kids and aging parents, often simultaneously, putting real pressure on your budget, time, and energy. Here’s what being sandwiched really means, and how to navigate the squeeze without sacrificing your future. What Does “Sandwich Generation” Mean? This isn’t just a catchy phrase; it’s a growing reality. It refers to middle-aged adults who...

Back to School: Why a RESP Might Be the Smartest Gift You Give Your Child

Richard Irwin |
Categories
Financial Planning
Investments
It’s back-to-school season here in Nova Scotia, new backpacks, sharpened pencils, and maybe a sigh of relief for parents. But this time of year, is also the perfect reminder to think about something bigger than this school year: how to pay for your child’s education down the road. With tuition fees rising steadily across Canada (the average undergraduate tuition was about $7,076 in 2023–24), even a few years of post-secondary can add up quickly. That’s...

What Snowbirds Must Know Before Heading South

Richard Irwin |
Categories
Financial Planning
Tax Planning
If you’re among the growing number of Nova Scotians escaping winter for warmer southern climates, this is a February   melt you don’t want to ignore: tax and residency rules. Whether your sand stays snowy in your dreams or you're planning an extended U.S. escape, here’s what to know so your tax season stays chill. 1. You’re Still a Canadian Tax Resident, Until You’re Not Canada’s CRA uses a 183-day rule for residency. If you're...

See more