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Rick Irwin CFP®, CLU® RIS®

Certified Financial Planner, Responsible Investment Advisor, Founder, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.
Text: 902-905-5969
rick@trinitywealthpartners.ca

Nicole Blackburn CFP®, RIS®

Certified Financial Planner, Responsible Investment Advisor, Owner & Partner, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.
nicole@trinitywealthpartners.ca

Don Murray CFP, FMA, FCSI

Certified Financial Planner, Owner & Partner, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.
902 403 2815
donmurray@llwp.ca

Patricia Bell PFP®

Personal Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
902-221-6597
patricia@trinitywealthpartners.ca

Lorna Maughan CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
lorna@trinitywealthpartners.ca

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
P: 902-809-8851
mukesh@trinitywealthpartners.ca

Sara Rent

Associate Advisor
P:902-835-1112 | SMS: 902-905-5969
sara@trinitywealthpartners.ca

Freyja Malchy-Aster

Executive Assistant
P:902-835-1112 | SMS: 902-905-5969
freyja@trinitywealthpartners.ca

Amy Cameron

Operations & Marketing Manager
P: 902-835-1112
amy@trinitywealthpartners.ca

Denise Johnston CPRC

Certified Professional Retirement Coach
(902)488-5446
denise@trinitywealthpartners.ca

Traci Kerr, Tax Preparer, Nova and Beyond Bookkeeping DFA

902.220.0289
traci@beyondbook.ca

Office

1148 Bedford Highway
Bedford NS B4A 1B8

Open: Monday-Thursday

Contact Info

P: 902-835-1112
F: 902-835-3663
TF: 1-877-404-1112
E: info@trinitywealthpartners.ca

     
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Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

 

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Trinity Wealth Partners BBB accredited business profile
BBB RATING: A+