Trinity Wealth Partners
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1148 Bedford Hwy, Bedford, Nova Scotia, ...Phone Number
(902) 835-1112Website
www.trinitywealthpartners.caRevenue
<$5 MillionIndustry
About Trinity Wealth Partners
Trinity Wealth Partners specializes in holistic financial planning and wealth management services tailored to individuals and families. Their offerings include financial planning, retirement income planning, estate planning, insurance, and socially responsible investing, among others. The company emphasizes education, engagement, and empowerment to help clients achieve their financial goals through a personalized 360-degree planning approach. Their intended clients are those seeking to build trusted long-term relationships to ensure financial success.Explore more
Trinity Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
-
FE
Fred EvansMutual Funds Representative, Manulife Wealth Inc. Life Insurance Advisor, Fred Evans Financial Inc.
<$5M
1-10
Private
-
-
MH
Marcia HuntCertified Financial Planner & Chartered Financial Services Broker & Mortgage Broker
Trinity Wealth Partners Tech Stack
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Trinity Wealth Partners specializes in holistic financial planning and wealth management services tailored to individuals and families. Their offerings include financial planning, retirement income planning, estate planning, insurance, and socially responsible investing, among others. The company emphasizes education, engagement, and empowerment to... Read More
