Anne-Marie Chartrand

Administrative Assistant

Anne-Marie has returned to her roots, so to speak, by joining Trinity Wealth Partners in January 2021.  Most of Anne-Marie’s 35 years of experience has been in the financial, insurance & investment industries.  She has also worked in the accounting industry for the last 6 years. Her many roles included customer service, group insurance sales analyst & underwriter, marketing manager, life insurance & investment advisor support and office management duties.  Anne-Marie started her career with a local trust company in 1985 and started in the insurance industry in 1990 where she was continually promoted to other roles.  She worked for 2 major life insurance companies for many years and eventually went to an MGA office where she dealt with numerous insurance companies supporting many advisors with their individual insurance and investment business needs.  Most recently, Anne-Marie worked with an accounting firm where she assisted with various types of tax returns including personal, corporate & trust returns along with T4 & T5 business.  With Anne-Marie’s well-rounded knowledge of various industries and duties, she is a great fit for Trinity Wealth Partners and is looking forward to many years with us.

Anne-Marie was born and raised in Halifax, NS.  She has taken many courses throughout her career and has a love for learning.  Anne-Marie has been married to her husband, Michael, since 1990 and they have 2 children and a dog named Daisy, who is the favourite of the household.  Anne-Marie loves to spend time with her family and friends.  She enjoys decorating, painting and Zumba classes.