Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

01. About Us

Our team is dedicated to partner with our clients to provide holistic wealth planning advice that will educate and empower. Through a combination of personal and digital engagement, we strive to deliver personalized financial solutions to help you sleep well at night.  

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.  We believe that financial planning is an ongoing process, and we seek to build long-term relationships with clients to help guide them along this path.

03. Our Process

We developed our unique 360-degree planning process to understand what matters most to you and deliver solutions to achieve your goals.  We look at all areas of your financial life to develop a custom plan tailored to your specific needs.

Our Team

Don Murray CFP, FMA, FCSI

Certified Financial Planner, Owner & Partner, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the...

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence for...

Sara Rent

Associate Advisor

Sara is excited to begin her journey with Trinity Wealth Partners as an Associate Advisor.

With a rich background in...

Freyja Malchy-Aster

Executive Assistant

Freyja is an Executive Assistant at Trinity Wealth Partners, known for their adaptability, attention to detail, and...

Amy Cameron

Operations & Marketing Manager

With more than 20 years of experience in project management and marketing, Amy Cameron offers a perfect fit for the role...

We provide evergreen wealth solutions for individuals and families to build trusted long-term relationships. Our goal is to educate, engage and empower you on the journey to financial success.

Contact Us

Resource Center

Dreaming of a Vacation Property Abroad? Here's What You Should Know

Richard Irwin |
Categories
Investments
Financial Planning
Taxes
Summer is here, and if you’ve ever come back from a vacation saying, “I could see myself living here,” you’re not alone. More and more Canadians, especially those nearing retirement, are looking into owning a vacation home in another country. Whether it’s a beachside condo in Florida, a stone cottage in Portugal, or a cabin in Costa Rica, owning property abroad can be exciting. But before you dive in, it’s important to understand what you’re...

How to Lock in Your Wealth and Cut Future Taxes: The Power of an Estate Freeze

Richard Irwin |
Categories
Estate Planning
Let’s talk about something most people don’t hear about until it’s too late: the estate freeze . It sounds complicated, but the idea is actually pretty straightforward, and it can be one of the smartest moves you make when it comes to planning your retirement, your legacy, and how much tax your family ends up paying in the future. So, what is it? An estate freeze is a tax strategy that locks in the current...

The “One Big Beautiful Bill” — What It Means for You and Your Neighbours

Richard Irwin |
Categories
Estate Planning
Financial Planning
Investments
Let’s talk about something that sounds like a joke but actually has serious implications. It’s called the “Big, Beautiful Bill.” Yes, that’s really the name. It’s what Donald Trump is calling his next round of proposed tax cuts if he wins the U.S. election. And while it sounds like a punchline, the potential impact on markets is no laughing matter, especially for Canadian investors. So, what is this bill, and why should you care? Let’s...

See more