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

Digital Estate Planning: Securing Your Digital Assets for the Future

Richard Irwin |
Categories
Estate Planning
In today’s digital world, estate planning isn’t just about real estate, investments, and physical belongings—it’s also about what happens to your digital footprint when you’re gone. From social media accounts to online banking, loyalty points, and digital photo albums, our digital assets hold financial and sentimental value, making it crucial to plan for them as part of your estate. Let’s explore why digital estate planning is becoming more important and how you can take steps...

Corporate-Owned Life Insurance: A Smart Strategy for Business Owners

Richard Irwin |
Categories
Insurance
For business owners, financial planning isn’t just about personal wealth—it’s about protecting the company you’ve built and ensuring its future. One often-overlooked tool for achieving this is corporate-owned life insurance (COLI). Beyond just providing financial security, COLI offers tax advantages, business continuity solutions, and strategic estate planning benefits. So, how does corporate-owned life insurance work, and why should business owners consider it? Let’s break it down. What Is Corporate-Owned Life Insurance? COLI involves a corporation...

American Tariffs & Your Investments: What Does It All Mean?

Richard Irwin |
Categories
Investments
Financial Planning
On the weekend, U.S. President Donald Trump imposed 25% tariffs on all Canadian goods, with a lesser tariff of 10% on energy. While the tariffs have now been delayed by 30 days, the threat is still there. Understandably, this kind of news can cause uncertainty, especially when it comes to your investments and long-term financial plans. I wanted to take a moment to address these developments and provide some reassurance. WHAT DO TARIFFS MEAN? Trade...

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