About Us

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.

Trinity Wealth Partners is an indepedent financial planning firm located in Bedford, Nova Scotia. Our advisors are qualified to give 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 plan that is suitable for you and your unique needs and goals, including investments, insurance, estate planning, tax strategies, and debt management. 

Our Team

Rick Irwin, CFP, CLU

Rick Irwin, CFP, CLU   

Owner, Trinity Wealth Partners & Senior Advisor
Investment Representative, Quadrus Investment Services Ltd.

Rick is the owner of Trinity Wealth Partners and Senior Investment Advisor. He holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and has over 15 years experience in the financial services industry. He is a graduate of Saint Marys University (BA, BComm). He is passionate about financial planning and investment management and is proud to have built a team of associates to deliver a high level of customer service and well rounded advice. His other passions include music, travel, gardening and home improvement (there is no fear of quitting his day job however). He lives in Fall River with his wife, Erin (a teacher) and their children Jacob, Lily, and Sylvie and dog Leo.

 

Melissa Allan

Melissa Allan   

Associate Advisor, Insurance Specialist
Investment Representative, Quadrus Investment Services Ltd.

Melissa joined our team in 2010 with ten years' experience in the insurance and financial industry. Most of this time was spent in Ontario where she worked for a large brokerage firm working with the top insurance companies in Canada. She is currently licensed to sell mutual funds with Quadrus along with insurance products, and is studying for her Certified Financial Planner (CFP) designation. Melissa is committed to providing the highest level of service and customer focus to provide clients with a financial plan that best suits the needs of themselves, their families, and their businesses.

Melissa moved to Kingston, Ontario with her family in the summer of 2015, continuing work with Trinity remotely, after her husband was posted there with the Canadian Forces. They are originally from the East Coast and plan to return home with their children Connor and Bennie.

 

Patricia Bell, PFP

Patricia Bell, PFP   

Senior Financial Planner
Investment Representative, Quadrus Investment Services Ltd.

Patricia is a seasoned Financial Planner and brings close to 30 years of knowledge and expertise to her role. Her long tenure has enabled her to develop proven processes to help ensure what keeps you awake at night aren’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 2003 when she decided to pursue her profession as a Financial Planner independently. She is a regular seminar presenter for the Canadian Forces Learning and Career Centre located at the Military Family Resource Centre in Halifax. She has earned the professional designation of Personal Financial Planner (PFP) and has completed the Canadian Securities Course, along with being a licensed insurance broker. She very happily joined the team at Trinity in the summer of 2014.

She is an active volunteer at Bedford United Church and works with The Hope for Wildlife Society. Patricia and her husband Stephen love traveling and cooking together and enjoy family times with their three grown children, Melinda, Christopher and Joshua and two grandsons, Ty and Jackson.

Click here to book an appointment with Patricia!

 

Natalie LeBlanc

Natalie LeBlanc   

Adminsitrative Assistant & Financial Literacy Advocate

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. Her background is in client services and marketing in the software industry and tourism.  Born and raised in Lake Echo with a love for small business in Nova Scotia, her interests include all manner of cooking, music, and running. Natalie represents Trinity Wealth on our Social Media channels (LinkedIn and Twitter) as an advocate for financial literacy amongst Canadians.