Anne-Marie Chartrand | Administrative Assistant | Trinity Wealth

Anne-Marie Chartrand

Office Manager

Anne-Marie joined Trinity Wealth Partners in January 2021.  Anne-Marie’s 35 years of experience has been in the financial, insurance & investment industries, as well as accounting. 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, then moved on to the insurance industry for two major life insurance companies for many years and eventually went to a 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. 

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 two 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.