Mukesh Patel CFP®
Investment Funds Advisor, Investia Financial Services Inc.
Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence for Mukesh means always working in the best interest of his clients. He believes in educating his clients about Personal Finance matters and encouraging them to be disciplined in managing their financial affairs. He strongly believes in having a Financial Plan for every client he works with. Mukesh worked for RBC and TD branches since he immigrated to Nova Scotia in 2018 with wife Preeti and daughters, Aadhya and Heny. Back home in India, he held the CFP designation as well as the Fellowship from the Insurance Institute of India(FIII) and worked more than 10 years in helping financial advisors to achieve their business goals in investment and insurance industry.
Mukesh is both life and mutual fund licensed and holds the CFP® designation in Canada. Mukesh and his family love travel and spend quality time with family and friends.