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

What Is a Holding Company? A Simple Guide for Business Owners

Richard Irwin |
Categories
Financial Planning
At some point, many business owners start hearing the same suggestion: “You should consider setting up a holding company.” But what does that actually mean? And more importantly, when does it make sense? Let’s break it down in simple terms. What Is a Holding Company? A holding company (often called a “Holdco”) is a corporation that doesn’t run an active business. Instead, its purpose is to own assets. Those assets can include: Shares of your...

Time in the Market vs. Timing the Market

Richard Irwin |
Categories
Investments
If you’ve looked at your portfolio recently, you’ve probably felt it. Markets have been volatile. Headlines are uncertain. And for many investors, there’s a growing temptation to step aside and “wait this out.” It’s a natural reaction. When things feel unstable, doing something feels safer than staying put. But this is exactly where one of the most important investing principles comes into play: Time in the market matters more than timing the market. Why Timing...

Iran conflict: Is investor reaction proportionate to potential outcomes?

Christian Pariseault, Mayank Goradia, Stephen Beck, Nicolas Brunetti |
Categories
Financial Planning
Finance
Personal Finance
Investments
Article originally published by Fidelity Investments Canada on March 16, 2026 and authored by US Partners. Market pricing points to containment, although escalation risks could challenge growth and inflation assumptions. KEY TAKEAWAYS Despite heightened geopolitical risk, cross-asset signals, including U.S. Treasury yields and the 10-year breakeven inflation rate, suggest investors view the conflict with Iran as short-lived and manageable. If hostilities were to escalate or constrain energy supply for a prolonged period, the market narrative...

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