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...

Liza Oulton

Liza brings 15 years of experience in capital markets, specializing in institutional global equities sales trading. She...

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 Confidence Curve: Why Smart Investors Still Doubt Themselves

Richard Irwin |
Categories
Investments
Ever heard the phrase: “If I knew then what I know now…” In investing, many of us feel that way, even seasoned investors. Why? Because the real challenge isn’t finding good ideas, it’s having the confidence to stick with them when uncertainty shows up. That’s what I call the confidence curve: when you know enough to act, yet still doubt enough to hesitate. The hardest part of investing isn’t the markets, it’s your mind. Why...

Anchoring, FOMO & Loss Aversion: When Your Brain Plays Financial Tricks

Richard Irwin |
Categories
Financial Planning
Investments
You’ve probably felt it: the itch to act when you see others making money. The pain when your portfolio drops and you sulk in regret. The stubborn belief that “I should have bought when it was lower.” These aren’t just awkward feelings—they’re behavioural biases hardwired into how we think and manage money. Understanding them doesn’t just make you a smarter investor, it helps protect your long-term goals from your own impulses. Bias #1: Anchoring Imagine...

The Three Stages of Retirement: Go-Go, Slow-Go & No-Go Years

Richard Irwin |
Categories
Financial Planning
Retirement isn’t just one static phase. Instead of thinking “I retire, then I rest,” it’s more realistic (and helpful) to imagine three distinct phases that unfold over time: the Go-Go years, the Slow-Go years, and the No-Go years. Recognizing these helps you plan finances, health, and lifestyle more clearly. Phase 1: The Go-Go Years This is the early retirement period, generally when you’re still relatively healthy, energetic, and free of major care needs. Travel, hobbies...

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