Who We Are

 Book an appointment with Patricia...

Patricia is a Senior Financial Planner. During her 30 years of experience, she has helped clients successfully navigate through many types of financial markets. The knowledge and experience she’s gained have enabled her to develop proven processes to help ensure that if something keeps you awake at night, it isn’t worried about your financial plan. She considers herself an “adult educator” and you will most appreciate her ability to explain (what can seem like) complicated concepts in a way that’s both easy to understand and how it relates to your situation.

Patricia worked with RBC Financial Services from 1986 until 2004 when she decided to pursue her profession as a Financial Planner independently. Along with the industry-recognized designation of Personal Financial Planner (PFP®), she has completed the Canadian Securities Course, is a licensed insurance broker, and is a member in good standing of Advocis. She is an active volunteer at Bedford United Church and is on the Board of Directors with Hope for Wildlife. She happily joined the team at Trinity in the summer of 2014.

Patricia and her husband Stephen love to travel, cook together and enjoy family time with their three grown children, Melinda, Christopher and Joshua and four grandsons and granddaughter, Ty, Jackson, Landen, Wyatt, and Olivia.

Bill is Trinity’s lead in the areas of insurance and group benefits. His personalized advice assists clients in building strong plans to protect their families and businesses. He has a Bachelor of Business Administration from Mount Saint Vincent University and a Master of Business Administration from Saint Mary’s University. Bill has over 20 years of experience working with entrepreneurs in the areas of business development, market entry strategies, and strategic plans; he also helps clients in accessing capital through debt financing. 

Previously Bill worked as Director of the World Trade Centre Halifax and was recognized for his work with a Public Service Award from the Government of Nova Scotia. His new role was Executive Director of the CBDC Blue Water – a non-traditional lender for small and medium sized businesses – before transiting to a new career as a financial advisor. 

With his wife Vicki, Bill has a passion for travel and has visited over 40 countries (he has a photo of a lion in his office – a memento of his favorite trip to South Africa!). Bill enjoys his summers at the cottage with friends and family on Mill Lake. A lifelong Nova Scotian, Bill grew up in Hubbards and now lives on Prospect Bay with Vicki and their two children. 

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.