Trinity Wealth Partners is an independent financial planning firm based in Bedford, NS serving clients around the province and country. Trinity offers clients personalized service to help them meet their financial goals in the short and long term, including retirement planning, estate planning, education savings, general financial advice; and insurance & income tax preparation through our strategic partners.
**Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.**
Company Details
- Employees
- 9
- Founded
- 1981
- Address
- 1148 Bedford Highway, Bedford,nova Scotia B4a 1b8,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- trinitywealthpartners.ca
- Keywords
- Retirement Planning, Estate Planning, Wealth Management, Education Savings, Financial Consulting, Mutual Funds, Segregated Funds, Investing Strategies.
- HQ
- Bedford, Nova Scotia
Trinity Wealth Partners Questions
Trinity Wealth Partners's website is trinitywealthpartners.ca
Trinity Wealth Partners's LinkedIn profile is https://ca.linkedin.com/company/trinity-wealth-partners
Trinity Wealth Partners has
9 employees.
View email and phone details for 9
employees at Trinity Wealth Partners.
Trinity Wealth Partners's industry is
Financial Services
Trinity Wealth Partners's top competitors are
Della Valle Immobilien Ag,
Setu Financial Partners,
F&r Asset Management Ag,
Modernadvisor,
Anchored Ideas Ltd.,
Investia Financial Services,
Mobilis Gestion,
Curadmin Ag,
American Franchise Academy,
Torrent Capital Ltd.
Trinity Wealth Partners's categories are Financial Services
Trinity Wealth Partners's founding year is 1981
