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.