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.

 Book an appointment with Rick...

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, and their children Jacob, Lily, and Sylvie.

 

Patricia Bell, PFP

Patricia Bell, PFP    

Senior Financial Planner
Investment Representative, Quadrus Investment Services Ltd.

 Book an appointment with Patricia...

Patricia is a Senior Financial Planner and during her 30 years of experience 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 traveling and cooking together and enjoy family times with their three grown children, Melinda, Christopher and Joshua and four grandsons, Ty and Jackson and Landen and Wyatt.

 

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.

 

Erin Donahoe-Irwin

Erin Donahoe-Irwin    

Office Manager

After 12 years as a teacher with the Halifax Regional School Board, Erin has switched gears to take on an active role with us at Trinity Wealth Partners. Besides ensuring the office runs smoothly on a day-to-day basis, Erin is actively involved with her and Rick’s kids’ programs in and out of school, as well as the Fall River community. Erin’s interests revolve around home decorating and travel and now we’re happy to have her in the office as additional support for our clients.