For us, "wealth partners" means several things. First and foremost, it personifies our relationships with our clients; based on education, advice and empowerment. Second, it refers to the team of advisors and support staff who work together to deliver exceptional customer service and advice delivery experience. Finally, it captures the relationships we have formed with our strategic business partners, carefully selected to provide product solutions and specialized advice to help our clients reach their financial goals.

Trinity Wealth Partners is an independent financial planning firm based in Bedford, Nova Scotia. We offer comprehensive wealth management services as well as fee-for-service financial advice. We are qualified to provide financial advice on a wide array of topics, from education saving to retirement planning, estate planning, and more. We take pride in our holistic approach to financial planning, which combines all aspects of your financial situation to create a customized plan for you and your unique needs and goals. Your 360-degree plan will look at all facets of your financial life, including investments, insurance, estate planning, tax strategies, and debt management. 

At Trinity Wealth Partners, we believe in engaging and empowering clients to establish an optimal compromise between financially driven outcomes and lifestyle wants and needs. Our 360º Planning approach is a customized client engagement process that incorporates all financial elements of your life to help deliver the most comprehensive advice possible.

Our Team

Rick Irwin CFP®, CLU® RIS®

Certified Financial Planner, Responsible Investment Advisor, Founder, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.
rick@trinitywealthpartners.ca
Text: 902-905-5969

Book an appointment with Rick...

Trinity Wealth Partners had its roots in 1981 as CAQ Financial, owned and operated by Rick's parents, Dick and Florence Irwin. Those formative years of kitchen table values left a lasting impression; work hard, care, educate and empower. The family business changed hands in 2017, and in the years since, Rick has established Trinity as one of the definitive, independent boutique financial advisory firms in the region. 

Rick is passionate about financial planning and investment management. His thought leadership and expertise have nurtured a team capable of delivering the best possible results, both at the client experience level and through thoughtful, well-rounded advice. His other passions include music, travel, gardening, and home improvements (there is no fear of quitting his day job, however). He lives in Fall River with his wife, Erin, and their children Jacob, Lily, and Sylvie and their dogs Charlie and Oliver ("Ollie").

Rick holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and has close to 25 years of experience in the financial services industry.

Nicole Blackburn CFP®, RIS®

Certified Financial Planner, Responsible Investment Advisor, Trinity Wealth Partners
Investment Funds Advisor, Investia Financial Services Inc.
nicole@trinitywealthpartners.ca

 Book an appointment with Nicole.

Nicole is thrilled to join Trinity Wealth Partners as an independent financial advisor.  As a Certified Financial Planner (CFP) Nicole takes an integrated approach to Financial Planning and is passionate about educating clients and guiding them in the achievement of their goals.  She thrives on building long-term relationships with clients and their families to ensure that they feel secure in their financial future and that their investments are in line with their values and belief system.  As Director of Responsible Investing, Nicole spearheads the company's focus on responsible investment leadership.

Nicole is life licensed and holds the Certified Financial Planner as well as a Responsible Investment designations.

Having spent 20 years in British Columbia, Nicole was excited to bring her husband and children 'home' to Nova Scotia in 2018.  They spend their weekends discovering all the beauty Nova Scotia has to offer.

Don Murray CFP

Don is thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the financial services industry, including roles at major banks, brokerage firms, and one of Canada’s largest insurance companies, Don brings a wealth of expertise to his clients. He is focused on providing holistic financial planning with a particular emphasis on tax and estate strategies -  ensuring that each client's financial journey is well-supported. Don is a life-licensed advisor and holds the prestigious Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellowship of the Canadian Securities Institute (FCSI) designations.

Originally from Halifax, Don is a dedicated husband and father of two young children. He enjoys spending quality time with his family - both at home and on travel adventures. He is also deeply committed to his community, serving as the Chair of Hockey Helps Homeless since its inception in 2017. Through this initiative, he has helped raise over $700,000 to support VETS Canada and Adsum House, two organizations dedicated to improving the lives of vulnerable individuals.

 

Patricia Bell PFP®

Personal Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
patricia@trinitywealthpartners.ca
902-221-6597

 Book an appointment with Patricia...

Patricia is a Personal Financial Planner. During her 30 years of experience, she has helped clients successfully navigate through many types of financial markets. The knowledge and experience she’s gained have enabled her to develop proven processes to help ensure that if something keeps you awake at night, it isn’t worried about your financial plan. She considers herself an “adult educator” and you will most appreciate her ability to explain (what can seem like) complicated concepts in a way that’s both easy to understand and how it relates to your situation.

Patricia worked with RBC Financial Services from 1986 until 2004 when she decided to pursue her profession as a Financial Planner independently. Along with the industry-recognized designation of Personal Financial Planner (PFP®), she has completed the Canadian Securities Course, is a licensed insurance broker, and is a member in good standing of Advocis. She is an active volunteer at Bedford United Church and is on the Board of Directors with Hope for Wildlife. She happily joined the team at Trinity in the summer of 2014.

Patricia and her husband Stephen love to travel, cook together and enjoy family time with their three grown children, Melinda, Christopher and Joshua and four grandsons and granddaughter, Ty, Jackson, Landen, Wyatt, and Olivia.

Lorna Maughan CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
lorna@trinitywealthpartners.ca

 Book an appointment with Lorna...

Lorna is a Certified Financial Planner, before working at Trinity Wealth Partners she worked as an Advisor at Scotiabank and in the Financial Planning department at Ernst and Young. Lorna moved to Canada from the UK in 2015 with her husband Kevin and their two daughters, Imogen and Megan. She had previously worked in the UK Financial Services Industry for over 25 years, primarily advising on Pensions and Investments, helping clients achieve their retirement goals. Lorna has always prided herself on providing bespoke holistic financial planning based on her client’s needs, objectives, and portfolio management.

Since being in Canada, Lorna has obtained both her life and mutual fund licenses, a Diploma in Financial Planning from The Canadian Institute of Financial Planning and in 2020 obtained her CFP® designation to become a Certified Financial Planner.

Lorna’s two daughters keep her busy during the weekends with soccer and basketball, as well as their doodle, Digby. Both Lorna and her husband, Kevin, love to explore Nova Scotia and have come to think of Canada as their home.

Mukesh Patel CFP®

Certified Financial Planner, Independent Advisor Practitioner
Investment Funds Advisor, Investia Financial Services Inc.
mukesh@trinitywealthpartners.ca
902-809-8851

https://calendly.com/mukesh-41

Mukesh joined Trinity Wealth Partners as an Independent Advisor in 2022. Independence for Mukesh means always working in the best interest of his clients.  He believes in educating his clients about Personal Finance matters and encouraging them to be disciplined in managing their financial affairs. He strongly believes in having a Financial Plan for every client he works with. Mukesh worked for RBC and TD branches since he immigrated to Nova Scotia in 2018 with wife Preeti and daughters, Aadhya and Heny. Back home in India, he held the CFP designation as well as the Fellowship from the Insurance Institute of India(FIII)  and worked more than 10 years in helping financial advisors to achieve their business goals in investment and insurance industry.

Mukesh is both life and mutual fund licensed and holds the CFP® designation in Canada. Mukesh and his family love travel and spend quality time with family and friends.

Sara Rent

Associate Advisor
sara@trinitywealthpartners.ca
P:902-835-1112 | SMS: 902-905-5969

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

With a rich background in Client Service roles ranging across the Insurance and Banking Industry, she brings a diverse skill set to the table.

Sara is passionate for genuine conversations and is eager to cultivate these long-term relationships with clients.

Sara’s daughter keeps her busy during the evenings with basketball practice and weekend games. She enjoys spending time with her boyfriend, Jacques, planning their next travel spot, hiking, or enjoying time with their friends.

Sara is committed to learning and growing with Trinity Wealth to support individuals as they navigate the retirement journey and embrace the possibilities of the next chapter.

Sidney Parsons

sidney@trinitywealthpartners.ca
902-835-1112

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

With a rich background in administrative roles spanning Law, Accounting and Human Resources, she brings a diverse skill set to the table. Sidney's passion lies in forging genuine connections, and she is eager to cultivate these relationships with our clients.

In her free time, Sidney can often be found exploring the great outdoors or enjoying quality moments with her friends and family.

Freyja Malchy-Aster

Executive Assistant
freyja@trinitywealthpartners.ca
P:902-835-1112 | SMS: 902-905-5969

Freyja is an Executive Assistant at Trinity Wealth Partners, known for their adaptability, attention to detail, and dedication to exceptional service. With a strong foundation in the service industry, they bring a keen ability to anticipate needs and manage complex tasks.

Having traveled extensively and lived in Halifax for a decade, Freyja draws inspiration from diverse experiences outside of work. Passionate about hiking, exploring new spots in the Province, as well as the world of food and natural wines, they bring creativity and curiosity to all they do. This rich blend of professional skills and personal interests makes Freyja a dynamic and engaged team member.

Denise Johnston CPRC

Certified Professional Retirement Coach
denise@trinitywealthpartners.ca
(902)488-5446

Book an appointment with Denise here: 

https://calendly.com/denise-k4zo

Denise brings over 30 years of expertise as an Occupational Therapist, coupled with recent certification as a Professional Retirement Coach. With a passion for guiding individuals through life's transitions, Denise specializes in crafting "No Regrets" retirement plans, prioritizing the non-financial aspects of retiring and life beyond the workforce.

Throughout her extensive career, Denise has honed her skills in understanding the holistic needs of her clients, empowering them to thrive in every stage of life. Her approach blends her deep knowledge of occupational therapy with the insights gained from her coaching certification, providing a unique and comprehensive perspective on retirement planning.

Outside of her professional endeavours, Denise finds joy in outdoor leisure pursuits, including hiking, biking and swimming. She cherishes spending time with her three wonderful adult children, relishing shared experiences and creating lasting memories.         

Devoted to helping others live fulfilling and purpose-driven lives, Denise is committed to supporting individuals as they navigate the retirement journey and embrace the possibilities of the next chapter.  

Learn about Nova Rewirement Life Coaching