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

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...

Cecelia Tobin

Cecelia is thrilled to begin her professional career path with Trinity Wealth Partners. A recent graduate of Saint Mary...

Brendon Comeau

Brendon is a licensed Investment Advisor and Estate Planner with a focus on meticulous preparation, tax minimization...

Sidney Parsons

Sidney is excited to embark on her journey with Trinity Wealth Partners as an Executive Assistant. 

With a rich...

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

Your financial future could be on F.I.R.E.

Richard Irwin |
Categories
Financial Planning
Introduction to FIRE and "Freedom 45" The FIRE (Financial Independence, Retire Early) movement is reshaping traditional retirement timelines, encouraging individuals to aim for financial freedom as early as age 45. This article explores the FIRE movement's principles, strategies for achieving "Freedom 45," and what this early retirement age means in practice. Some of the key principles of the FIRE movement are: Extreme Savings and Investment: Members typically save and invest 50% to 70% of their...

Global investing and the AI opportunity

Richard Irwin |
Categories
Investments
As artificial intelligence (AI) takes the investment world by storm, a growing number of investors are wondering how to take advantage of it, beyond considering poster child Nvidia and other tech superstars in the Magnificent Seven. “AI is creating opportunities for companies well beyond the big, early winners,” says Jeremy Burge, portfolio manager of Capital Group Global Equity Fund TM (Canada). The watershed moment for AI was the launch of Open AI’s ChatGPT. At the...

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