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Updates
Managing Your Severance Package
Protecting Yourself from Identity Theft
Selling the Keys to the Family Cottage
Videos
May 8, 2014: How to Avoid Financial Traps with Lesley Scorgie and Rob Carrick
April 16, 2014: Michael Hasenstab of Franklin Templeton Investments on Ukrainian investments
March 27, 2014: BNN Market Sense with fund manager David Taylor
March 20, 2014: BNN Market Sense with Dennis Mitchell of Sentry Investments
We are improving our website! For now, enjoy the focus on resources for you and stay tuned for a whole new look in the coming weeks!
- Natalie
Holistic Wealth Management
Holistic Wealth Management represents the intersection of many different elements of financial planning:
- Investments
- Insurance
- Estate Planning
- Tax Strategies
- Debt Management
The goal of Trinity Wealth Partners is to provide independent strategies to grow and protect your wealth over time.
To us, partners in wealth can be defined several ways. First and foremost, it personifies the relationships we have with our clients; we strive to educate and empower them in their financial decision making and help maximize their financial resources to achieve their financial goals.
Second, it refers to the team of financial security advisors and support staff that we have built who work together to provide independent advice and 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.