For us, "wealth partners" means several things. First and foremost, it personifies our relationships with our clients; based on education, advice and empowerment. Second, it refers to the team of advisors and support staff who work together to deliver exceptional customer service and advice delivery experience. Finally, it captures the relationships we have formed with our strategic business partners, carefully selected to provide product solutions and specialized advice to help our clients reach their financial goals.

Trinity Wealth Partners is an independent financial planning firm based in Bedford, Nova Scotia. We offer comprehensive wealth management services as well as fee-for-service financial advice. We are qualified to provide financial advice on a wide array of topics, from education saving to retirement planning, estate planning, and more. We take pride in our holistic approach to financial planning, which combines all aspects of your financial situation to create a customized plan for you and your unique needs and goals. Your 360-degree plan will look at all facets of your financial life, including investments, insurance, estate planning, tax strategies, and debt management. 

At Trinity Wealth Partners, we believe in engaging and empowering clients to establish an optimal compromise between financially driven outcomes and lifestyle wants and needs. Our 360º Planning approach is a customized client engagement process that incorporates all financial elements of your life to help deliver the most comprehensive advice possible.

Our Team

Rick Irwin CFP®, CLU® RIS®

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

Book an appointment with Rick...

Trinity Wealth Partners had its roots in 1981 as CAQ Financial, owned and operated by Rick's parents, Dick and Florence Irwin. Those formative years of kitchen table values left a lasting impression; work hard, care, educate and empower. The family business changed hands in 2017, and in the years since, Rick has established Trinity as one of the definitive, independent boutique financial advisory firms in the region. 

Rick is passionate about financial planning and investment management. His thought leadership and expertise have nurtured a team capable of delivering the best possible results, both at the client experience level and through thoughtful, well-rounded advice. His other passions include music, travel, gardening, and home improvements (there is no fear of quitting his day job, however). He lives in Fall River with his wife, Erin, and their children Jacob, Lily, and Sylvie and their dogs Charlie and Oliver ("Ollie").

Rick holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and has close to 25 years of experience in the financial services industry.

Nicole Blackburn CFP®, RIS®

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

 Book an appointment with Nicole..

Nicole is thrilled to join Trinity Wealth Partners as an independent financial advisor.  As a Certified Financial Planner (CFP) Nicole takes an integrated approach to Financial Planning and is passionate about educating clients and guiding them in the achievement of their goals.  She thrives on building long-term relationships with clients and their families to ensure that they feel secure in their financial future and that their investments are in line with their values and belief system.  As Director of Responsible Investing, Nicole spearheads the company's focus on responsible investment leadership.

Nicole is life licensed and holds the Certified Financial Planner as well as a Responsible Investment designations.

Having spent 20 years in British Columbia, Nicole was excited to bring her husband and children 'home' to Nova Scotia in 2018.  They spend their weekends discovering all the beauty Nova Scotia has to offer.

Patricia Bell PFP®

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

 Book an appointment with Patricia...

Patricia is a Personal 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.

Lorna Maughan CFP®

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

 Book an appointment with Lorna...

Lorna is a Certified Financial Planner, before working at Trinity Wealth Partners she worked as an Advisor at Scotiabank and in the Financial Planning department at Ernst and Young. Lorna moved to Canada from the UK in 2015 with her husband Kevin and their two daughters, Imogen and Megan. She had previously worked in the UK Financial Services Industry for over 25 years, primarily advising on Pensions and Investments, helping clients achieve their retirement goals. Lorna has always prided herself on providing bespoke holistic financial planning based on her client’s needs, objectives, and portfolio management.

Since being in Canada, Lorna has obtained both her life and mutual fund licenses, a Diploma in Financial Planning from The Canadian Institute of Financial Planning and in 2020 obtained her CFP® designation to become a Certified Financial Planner.

Lorna’s two daughters keep her busy during the weekends with soccer and basketball, as well as their doodle, Digby. Both Lorna and her husband, Kevin, love to explore Nova Scotia and have come to think of Canada as their home.

Mukesh Patel CFP®

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

https://calendly.com/mukesh-41

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.

Kaitlyn Pritchard, Marketing Manager and Executive Assistant

kaitlyn@trinitywealthpartners.ca

Kaitlyn is thrilled to join Trinity Wealth Partners as a Marketing & Executive Assistant. She has recently graduated from Dalhousie University’s MSc in Business program, and also holds a Bachelor of Business Administration. Her natural ability to connect with people and keen attention to detail has allowed her to excel in administrative roles, and she is committed to providing exceptional service and building long-lasting relationships with clients. She knows that trust and reliability are essential elements to achieving this, and she enjoys going the extra mile ensure that every client’s needs are met.

Kaitlyn relocated to Nova Scotia in 2021, and spends her free time exploring the province. During the weekend, she spends her time hiking or visiting one of the many beautiful beaches in the area.

Lisa Parolin

Lisa is excited to be joining Trinity Wealth Partners as an Executive Assistant. With a career spanning over a decade in the financial services industry, Lisa brings a wealth of experience, dedication, and a customer-centric approach to her role. Her unwavering commitment to client satisfaction has been the cornerstone of her professional journey. She understands that clients are the heartbeat of any thriving business, and she always goes above and beyond to ensure client’s needs are taken care of.

Lisa enjoys spending her free time with her husband and daughter, mostly trying to convince them they should get a cat. 

Sami Edwards Administrative Assistant, FinTech Support Manager

sami@trinitywealthpartners.ca
902-835-1112 ext.1005

Sami joined the Trinity Wealth team in the summer of 2022 in an administrative support role while pursuing her secondary education. She currently attends the University of King's College / Dalhousie where she is completing her bachelor's degree. Although she is very passionate about literature, history and philosophy, she finds immense satisfaction in being able to contribute meaningfully to the behind-the-scene operations here at Trinity Wealth Partners. More than this though, Sami is a 'people-person' at heart and takes great pride in her ability to furnish relations and connect with those around her, whether it be her peers or our clients.