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

Good Debt vs. Bad Debt: What’s the Difference (and Why It Matters)

Richard Irwin |
Categories
Debt Planning
Financial Planning
Most of us have some form of debt—whether it’s a mortgage, student loan, or credit card balance. Debt has become a normal part of managing money. But not all debt is created equal. Some types can actually help you build wealth, while others can quietly chip away at your financial security. So how do you tell the difference? Let’s take a closer look. What is “Good” Debt? Good debt is money you borrow that helps...

Executor Duties 101: What You’re Really Signing Up For.

Richard Irwin |
Categories
Estate Planning
Being named an executor in someone’s will is an honour—but it also comes with big responsibilities. Many people don’t realize how much time, paperwork, and decision-making is involved until they’re deep in the process. If you’ve been asked to be an executor—or you’re planning your own estate—here’s what the role really looks like. What Does an Executor Do? An executor is the person responsible for carrying out the instructions in a will after someone passes...

Participating Life Insurance: A Smart Way to Protect and Grow Your Wealth

Richard Irwin |
Categories
Insurance
Financial Planning
When most people think of life insurance, they picture a simple policy that pays out when they pass away. But what if life insurance could do more than just provide financial security for your loved ones? That’s where Participating Life Insurance (Par Insurance) comes in. It’s not just about protection—it’s about building wealth, earning potential dividends, and giving you financial flexibility over time. If you’ve ever wondered how some people use life insurance as an...

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