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

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...

Sara Rent

Associate Advisor

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

With a rich background in...

Sidney Parsons

Sidney is excited to embark on her journey with Trinity Wealth Partners as an Executive Assistant. 

With a rich...

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

Term vs. Permanent Life Insurance: Which Is Right for You?

Richard Irwin |
Categories
Insurance
Financial Planning
Choosing between term and permanent life insurance can feel overwhelming, as each type has unique benefits suited to different needs. Here’s a breakdown to help you determine which might be the better option for you. What Is Term Life Insurance? Term life insurance offers coverage for a set period, such as 10, 20, or 30 years. Here’s how it works: Coverage Duration: You select a term length, during which your beneficiaries are protected. If you...

Should I Use a First Home Savings Account (FHSA) or RRSP Home Buyers’ Plan to Save for a Down Payment?

Richard Irwin |
Categories
Savings
Financial Planning
Buying a home is a major milestone, and saving for a down payment is one of the first steps toward homeownership. Fortunately, in Canada, the government offers two valuable savings options to help first-time homebuyers reach this goal: the First Home Savings Account (FHSA) and the RRSP Home Buyers’ Plan (HBP). Each of these accounts offers unique advantages, but understanding the differences can help you choose the one that best fits your needs. How Does...

How Much Life Insurance Do You Really Need?

Richard Irwin |
Categories
Insurance
Estate Planning
How Much Life Insurance Do You Really Need? A Guide for Canadians When it comes to life insurance, a common question is: “How much coverage do I really need?” The answer varies based on your financial situation, family needs, and goals. Whether buying a home, starting a family, or planning for retirement, the right amount of life insurance provides a safety net for those you leave behind. Let’s break down. 1. Assess Your Financial Obligations...

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