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Trinity Wealth Partners Inc.

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Trinity Wealth Partners Inc.

Overview:

Partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; based on education and empowerment. Second, it refers to the team of advisors and support staff that we have built who work together to deliver an exceptional customer service experience. Finally, it captures the relationships we have formed with our strategic business partners who we have chosen to provide product solutions or specialized advice to help our clients reach their financial goals.

Trinity Wealth Partners is an indepedent financial planning firm located in Bedford, Nova Scotia. Our advisors are qualified to give financial advice on a wide array of topics from education saving, retirement planning, to estate planning and more. We take pride in our holistic approach to financial planning, which brings together all aspects of your financial situation to create a plan that is suitable for you and your unique needs and goals, including investments, insurance, estate planning, tax strategies, and debt management.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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