Trinity Wealth Partners Information

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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. **Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.**

Website	http://www.trinitywealthpartners.ca
Revenue	$1 million
Employees	9 (4 on RocketReach)
Founded	1981
Address	1148 Bedford Highway, Bedford, Nova Scotia B4A 1B8, CA
Phone	+1 902-835-1112
Fax	(902) 835-3663
Technologies	JavaScript , HTML , Google Analytics +18 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Financial Advisor, Personal Finance, Wealth Management, Wealth Advisor, Financial Services, Investment Planning, Investment Advisor, Investment Management, Retirement Planning, Retirement Advisor, Portfolio Management, Estate Planning, Estate Advisor, Financial Security, Tax Planning, Tax Advisor, Long-Term Financial Planning, Short-Term Financial Planning, Personalized Financial Planning
Competitors	Scotiabank, RBC Wealth Management, BMO, CIBC, Fidelity Canada, Stifel Financial Corp., Edward Jones Canada, Wealthsimple, Mackenzie Investments, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) +28 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies