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

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...

What Canada’s Proposed Sovereign Wealth Fund Could Mean for Investors

Richard Irwin |
The federal government recently announced plans for the “Canada Strong Fund,” a proposed sovereign wealth fund designed to invest in large-scale Canadian projects and businesses. The idea is to create a long-term investment vehicle that could help finance infrastructure, energy, critical minerals, technology, and other strategic sectors while generating returns for Canadians over time. Sovereign wealth funds are commonly used in countries such as Norway and Singapore to build national wealth through disciplined, long-term investing...

What Investors Should Know About Canada’s Spring Economic Update

Richard Irwin |
Categories
Finance
Financial Planning
Personal Finance
Investments
The federal government’s recent Spring Economic Update included several measures that may affect investors, business owners, and retirees. While many announcements were aimed at economic growth and infrastructure investment, there were also important tax and financial planning implications worth noting for Canadian investors and wealth management clients. Cancelled Capital Gains Tax Increase One of the most closely watched tax issues over the past year was the proposed increase to the capital gains inclusion rate. The...

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