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...

Jessica Lush

Associate Advisor

Jessica recently began her career in wealth management and financial services, where she is committed to helping...

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

Rethinking Home Ownership in Your 20s and 30s

Jessica Lush |
Categories
Personal Finance
Investments
For many Canadians in their 20s and 30s, home ownership feels very different today than it did for previous generations. What was once viewed as a fairly straightforward milestone now feels more complicated, more expensive, and for some people, increasingly out of reach. Rising home prices, higher interest rates, larger down payment requirements, and the overall cost of living have caused many people to question something that used to feel almost automatic: “Is buying a...

Why Cash Flow Matters More Than Net Worth in Retirement

Richard Irwin |
Categories
Retirement Planning
A lot of people focus on one number when thinking about retirement: Net worth. “How much do I need to retire?” “What number should I be aiming for?” And while net worth matters, it’s often not the number that determines how retirement actually feels . Cash flow does. Because retirement isn’t funded by a number on a statement. It’s funded by the income your assets can realistically produce. The “Millionaire but Tight” Problem Someone can...

Spring Cleaning Your Finances: A Fresh Start for Your Financial Plan

Richard Irwin |
Spring is often associated with cleaning, organizing, and getting a fresh start — and your finances deserve the same attention. Just as we tidy our homes and prepare for a new season, now is an excellent time to review your financial plan and ensure everything remains aligned with your goals. Review Your Investment Portfolio Markets and personal circumstances can change over time. A portfolio that was appropriate one year ago may no longer reflect your...

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