Certified Financial Planner
CurrentMutual Funds are offered via Investia Financial Services Inc
Aug 2019 - Present
AeroLeads people directory · profile
Lorna Maughan Cfp Email & Phone Number
Certified Financial Planner
at
Trinity Wealth Partners Inc
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Greater Halifax Metropolitan Area, Canada
Company size
Who is Lorna Maughan Cfp? Overview
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Quick answer
Lorna Maughan Cfp is listed as Certified Financial Planner at Trinity Wealth Partners Inc, a with 5 employees, based in Greater Halifax Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Lorna Maughan Cfp.
Lorna Maughan Cfp previously worked as Financial Planner at Ey and Financial Advisor at Scotiabank. Lorna Maughan Cfp holds Financial Planning And Services, Fpsc Level 1 from Fp Canada.
Company email context
Email format at Trinity Wealth Partners Inc
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Trinity Wealth Partners Inc
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Profile bio
About Lorna Maughan Cfp
I moved to Canada from Bristol, England back in February 2015 with my husband and two children, we have really grown to love this province and all the people who live here.I have work in Financial Services for over 25 years, both banking and independent Financial Planning. With expertise in developing customised financial strategies, creating and presenting financial plans and evaluating business opportunities. Leveraging skills in communications and management to successfully increase and optimise client experience, facilitate organisational growth and establish positive and mutually beneficial relationships and partnerships.
Listed skills include Uk Pension Transfers To Canada, Investments, Protection Planning, Financial Advisory, and 9 others.
Current workplace
Lorna Maughan Cfp's current company
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Trinity Wealth Partners Inc
5 roles
Lorna Maughan Cfp work experience
A career timeline built from the work history available for this profile.
Financial Planner
Sep 2018 - May 2019
Feb 2017 - Sep 2018
Financial Advisor
Advising clients on all aspects of Canadian financial services, but specialising in Pensions and Pension transfers from the UK.
Jan 2016 - Feb 2017
Financial Adviser
Court Ross Financial Management
Jan 2012 - Dec 2015
Team & coworkers
Colleagues at Trinity Wealth Partners Inc
Other employees you can reach at trinitywealthpartners.ca. View company contacts for 5 employees →
NB
Nicole Blackburn Cfp® Ris
Colleague at Trinity Wealth Partners IncBedford, Nova Scotia, Canada
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DJ
Denise Johnston, Ot Reg (Ns), Cprc
Colleague at Trinity Wealth Partners IncHalifax, Nova Scotia, Canada
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SP
Sidney Parsons
Colleague at Trinity Wealth Partners IncGreater Halifax Metropolitan Area, Canada
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BA
Bill Aasvangen
Colleague at Trinity Wealth Partners IncHalifax, Nova Scotia, Canada
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Nicole Blackburn Cfp® Ris
Colleague at Trinity Wealth Partners IncBedford, Nova Scotia, Canada
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DJ
Denise Johnston, Ot Reg (Ns), Cprc
Colleague at Trinity Wealth Partners IncHalifax, Nova Scotia, Canada
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SP
Sidney Parsons
Colleague at Trinity Wealth Partners IncGreater Halifax Metropolitan Area, Canada
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BA
Bill Aasvangen
Colleague at Trinity Wealth Partners IncHalifax, Nova Scotia, Canada
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3 education records
Lorna Maughan Cfp education
Financial Planning And Services, Fpsc Level 1
Fp Canada
Financial Planning And Services, Passed
Cifp
Diploma In Financial Services, Financial Planning And Services
Chartered Insurance Institute
FAQ
Frequently asked questions about Lorna Maughan Cfp
Quick answers generated from the profile data available on this page.
What company does Lorna Maughan Cfp work for?
Lorna Maughan Cfp works for Trinity Wealth Partners Inc.
What is Lorna Maughan Cfp's role at Trinity Wealth Partners Inc?
Lorna Maughan Cfp is listed as Certified Financial Planner at Trinity Wealth Partners Inc.
Where is Lorna Maughan Cfp based?
Lorna Maughan Cfp is based in Greater Halifax Metropolitan Area, Canada while working with Trinity Wealth Partners Inc.
What companies has Lorna Maughan Cfp worked for?
Lorna Maughan Cfp has worked for Trinity Wealth Partners Inc, Ey, Scotiabank, and Court Ross Financial Management.
Who are Lorna Maughan Cfp's colleagues at Trinity Wealth Partners Inc?
Lorna Maughan Cfp's colleagues at Trinity Wealth Partners Inc include Nicole Blackburn Cfp® Ris, Denise Johnston, Ot Reg (Ns), Cprc, Sidney Parsons, and Bill Aasvangen.
How can I contact Lorna Maughan Cfp?
You can use AeroLeads to view verified contact signals for Lorna Maughan Cfp at Trinity Wealth Partners Inc, including work email, phone, and LinkedIn data when available.
What schools did Lorna Maughan Cfp attend?
Lorna Maughan Cfp holds Financial Planning And Services, Fpsc Level 1 from Fp Canada.
What skills is Lorna Maughan Cfp known for?
Lorna Maughan Cfp is listed with skills including Uk Pension Transfers To Canada, Investments, Protection Planning, Financial Advisory, Pensions, Financial Services, Management, and Financial Analysis.
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