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Trinity Wealth

About Trinity Wealth

Trinity Wealth Partners is an independent financial planning firm based in Bedford, NS serving clients around the province and country. Trinity offers clients personalized service to help them meet their financial goals in the short and long term, including retirement planning, estate planning, education savings, general financial advice; and insurance & income tax preparation through our strategic partners.

Min project size

50,000+

Hourly rate

50 / hr

Employees

9

Locations

Canada

Year founded

Founded 1981

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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