Trinity Wealth Partners

Financial Services • Bedford, Nova Scotia, Canada • 1-10 Employees

Company overview

Headquarters	1148 Bedford Highway, Bedford, Nova Scotia B4A 1B8, CA
Phone number	+18774041112
Website	trinitywealthpartners.ca
NAICS	52
SIC	628
Keywords	Wealth Management, Education Savings, Financial Consulting, Retirement Planning, Estate Planning, Mutual Funds, Segregated Funds, Investing Strategies
Founded	1981
Employees	1-10
Socials

Key Contact at Trinity Wealth Partners

Don Murray

Partner And Owner

Trinity Wealth Partners Email Formats

Trinity Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@trinitywealthpartners.ca), used 100% of the time.

Format	Example	Percentage
{first initial}	j@trinitywealthpartners.ca	100%

About Trinity Wealth Partners

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.**

Trinity Wealth Partners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Trinity Wealth Partners has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Trinity Wealth Partners has never raised funding before.

Trinity Wealth Partners Tech Stack

Discover the technologies and tools that power Trinity Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Underscore.js

JavaScript libraries

Vimeo

Video players

Drupal

CMS

Google Maps

Maps

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Frequently asked questions

Trinity Wealth Partners is located in Bedford, Nova Scotia, CA.

You can reach Trinity Wealth Partners at +18774041112.

Trinity Wealth Partners was founded in 1981, making it 45 years old. The company has established itself as a significant player in its industry over this time.

Trinity Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Trinity Wealth Partners

Don Murray

Partner And Owner

4.8

40,000 users