Our Team
Rick Irwin, CFP, CLU
Owner, Trinity Wealth Partners & Senior Investment Advisor
Investment Representative, Quadrus Investment Services Ltd.
Rick is the owner of Trinity Wealth Partners and Senior Investment Advisor. He holds both the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and has over 10 years experience in the financial services industry. He is a graduate of Saint Marys University (BA, BComm). He is passionate about financial planning and investment management and is proud to have built a team of associates to deliver a high level of customer service and well rounded advice. His other passions include music, travel, gardening and home improvement (there is no fear of quitting his day job however). He lives in Fall River with his wife, Erin (a teacher) and their children Jacob and Lily and dog Leo.
Melissa Allan
Financial Securities Representative
Investment Representative, Quadrus Investment Services Ltd.
Melissa joined our team in 2010 with ten years' experience in the insurance and financial industry. Most of this time was spent in Ontario where she worked for a large brokerage firm working with the top insurance companies in Canada. She is currently licensed to sell both mutual funds and insurance products with a long term goal of a Registered Health Underwriter (RHU) designation. She is committed to providing the highest level of service and customer focus to provide clients with insurance coverage that best suits the needs of themselves, their families, and their businesses.
Melissa moved to Halifax with her family in the summer of 2010 after her husband was posted here with the Canadian Forces. They are originally from the East Coast and hope to stay here long term with their children Connor and Bennie.
Paul Tattrie, CFP
Investment Representative, Quadrus Investment Services Ltd.
Paul has close to 35 years experience in the financial services industry. He started his own practice in 1992 and joined Trinity Wealth Partners in June 2013. Paul brings a wealth of experience to assisting his clients to identify and prioritize their financial goals by providing comprehensive retirement planning, investment planning, and estate planning services. He works with clients to implement their plan and navigate the complexity of financial issues along the way to achieving their financial success.
Dick Irwin & Florence Irwin
Consultants & Tax Preparation
Dick has been in the financial services industry for over 40 years. He began his career as a life insurance agent with Dominion Life and was very active in the annuity market in the 80s. He and Florence set up their own business, Canadian Annuity Quotations, in 1981. Above all else he enjoys educating clients on matters of financial planning and helping them achieve their goals. Currently he and Florence prepare income tax returns for Trinity's clients which keeps them very busy several months of the year. While he no longer provides investment advice, Dick's years of experience are put to use regularly by acting as a consultant to the other members of the team and engaging in financial planning work for Trinity's clients.
Natalie LeBlanc
Administrative and Marketing Assistant
Before joining Trinity in 2013, Natalie was a recent Bachelor of Business Administration graduate with honours from Acadia University in Wolfville. Her background is in client services and marketing, including a thesis on generational marketing in print advertising. Born and raised in Lake Echo with a love for small business in Nova Scotia, her interests include all manner of cooking, music, and running with hopes of completing her 2nd 10km race in May.