For us, "wealth partners" means several things. First and foremost, it personifies the relationships we have 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 an 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 located 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, retirement planning to estate planning and more. We take pride in our holistic approach to financial planning, which brings together all aspects of your financial situation to create a customized plan for you and your unique needs and goals. Your 360-degree plan will include looking 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

Rick Irwin CFP®, CLU®

Investment advisor, Holistic Wealth Planner
Founder, Trinity Wealth Partners
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.

Patricia Bell

Patricia Bell PFP®

Senior Financial Planner
Investment Representative, Quadrus Investment Services Ltd.
patricia@trinitywealthpartners.ca
902-221-6597

 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 has enabled her to develop proven processes to help ensure that if something keeps you awake at night, it isn’t worries 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, Ty and Jackson and Landen and Wyatt.

Lorna Maughan

Lorna Maughan CFP®

Certified Financial Planner
Investment Representative, Quadrus Investment Services Ltd.
lorna@trinitywealthpartners.ca

 Book an appointment with Lorna...

Lorna is very excited to be back at Trinity Wealth Partners having worked as an Advisor at Scotiabank and most recently 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; she also supports her daughter’s girl guide unit as the unit Treasurer. Both Lorna and her husband, Kevin, love to explore Nova Scotia and have come to think of Canada as their home.

Natalie LeBlanc

Natalie LeBlanc

Administrative Assistant & Financial Literacy Advocate
natalie@trinitywealthpartners.ca

Before joining Trinity in 2013, Natalie was a recent Bachelor of Business Administration graduate with honours from Acadia University in Wolfville, along with writing an original thesis on generational marketing in print advertising. She completed her Investment Funds in Canada course in 2018 becoming licensed in mutual funds, for the benefit of you, our clients! Natalie represents Trinity Wealth on our Social Media channels (Facebook, LinkedIn and Twitter) as an advocate for financial literacy amongst Canadians.

Born and raised in Lake Echo and now living in Upper Sackville, with a great love for small business in Nova Scotia, her interests include all manner of travel, music, and running occasionally, but most of her down time is spent in the great outdoors with her nephews, nieces, and border collie, Sandy.

Anne-Marie Chartrand

Administrative Assistant
anne-marie@trinitywealthpartners.ca

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.