Company Management

Trinity Wealth Partners

Financial Services Bedford, Nova Scotia, Ca 9 employees

Employees: 9
Contacts: 2
Emails: 2
Phones: 1

trinitywealthpartners.ca LinkedIn

Trinity Wealth Partners Overview

Headquarters: Bedford, Nova Scotia, Ca
Website: trinitywealthpartners.ca
Industry: Financial Services
Employees: 9
Founded: 1981
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning Estate Planning Wealth Management Education Savings Financial Consulting Mutual Funds Segregated Funds Investing Strategies

About Trinity Wealth Partners

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.**

Trinity Wealth Partners Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Trinity Wealth Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Patricia Bell	Senior Financial Advisor at Trinity	Eastern Passage, Nova Scotia, Canada	Email
Rick Irwin, Cfp, Clu, Ris	Retirement Confidence Planner - Impact		View
Mukesh Patel, Cfp®	Financial Planner I Helping Canadian		View
Bill Aasvangen	Lead, Insurance and Group Benefits	Halifax, Nova Scotia, Canada	Email Phone