Trinity Wealth Partners

Trinity Wealth Partners is a family-owned financial planning firm, located in Bedford NS. It was originally incorporated in 1981 by Florence and Dick Irwin as Canadian Annuity Quotations, a title that reflected the large amount of annuity business that was done at the time. Over time, as the financial industry evolved and their clients needs evolved, Dick and Florence expanded their business to include all elements of financial planning including investments, insurance, tax strategies and estate planning and the name was shortened to CAQ Financial. In 2008 Rick took over the business and has continued to expand the service offerings provided by adding additional sales and support staff. In 2013, he rebranded the company to "Trinity Wealth Partners. Currently there are two offices, both in Bedford, 1095 Bedford Highway where financial planning and investment clients meet and 3 Crosby Street where tax returns are completed.