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...

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...

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

How AI is Transforming the World of Investing

Richard Irwin |
Categories
Investments
How AI is Transforming the World of Investing Artificial Intelligence (AI) is no longer a futuristic concept—it’s here, and it’s reshaping industries across the globe, including investing. From analyzing massive amounts of data to predicting market trends, AI is helping investors make more informed decisions. But how exactly is AI impacting investing, and what does it mean for investors and us financial advisors? 1. Smarter Data Analysis AI has revolutionized data analysis by processing enormous...

Are You Ready for the RRSP Contribution Deadline?

Richard Irwin |
Categories
Financial Planning
Are You Ready for the RRSP Contribution Deadline? As the new year begins, it’s a natural time to refocus on your financial goals. With the RRSP contribution deadline for the 2024 tax year quickly approaching on March 3, 2025, now is the perfect opportunity to assess your retirement savings strategy. Whether you’re well-versed in RRSPs or just starting to explore their benefits, this annual deadline offers a valuable chance to secure tax savings and build...

What’s Next for ESG in 2025? A Simplified Look at Emerging Trends

Richard Irwin |
Categories
Socially Responsible Investing
Investments
What’s Next for ESG in 2025? A Simplified Look at Emerging Trends As we step into 2025, companies are rethinking their approach to Environmental, Social, and Governance (ESG) strategies. While the concept of ESG might seem daunting, its evolution is steering businesses toward focusing on what truly matters—managing risks, seizing opportunities, and making a lasting impact. Here’s a breakdown of the major trends shaping the ESG landscape this year. 1. A Shift Toward Material Issues...

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