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

Is Green Investing Still Relevant in 2025?

Richard Irwin |
Categories
Socially Responsible Investing
Investments
With Earth Day this week, many of us are thinking more critically about our personal impact on the planet. But with rising costs, volatile markets, and greenwashing concerns, a growing question is echoing across investor circles: Is green investing still worth it? The short answer? Yes—but it’s evolving. 1. The “Green Hype” Isn’t Gone—It’s Just Maturing A few years ago, green investing was the buzz. Anything labeled ESG (Environmental, Social, and Governance) seemed to attract...

Staying the Course in Times of Market Turbulence: A Message About Market Volatility

Richard Irwin |
Categories
Finance
Investments
As your financial advisor, I want to take a moment to address what many of you may be feeling as you watch the markets fluctuate—sometimes dramatically. While headlines may stir up uncertainty or anxiety, I want to offer some perspective, reassurance, and guidance. Volatility is a natural part of investing. It can be unsettling, especially when it’s driven by headlines involving inflation, interest rates, geopolitical conflict, or economic slowdowns. But while the causes of market...

The $1 Trillion Transition: Is Your Family Ready?

Richard Irwin |
Categories
Estate Planning
Financial Planning
In Canada, we're standing at the edge of the largest intergenerational wealth transfer in history. Over the next decade, an estimated $1 trillion is expected to change hands from baby boomers to their children and grandchildren. But here’s the thing: most families aren’t ready. Wealth transfer isn’t just about passing along assets—it’s about passing along values, responsibility, and the confidence to manage it all. If the goal is to preserve wealth across generations, families need...

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