Don Murray

Partner and Owner @Trinity Wealth Partners

Halifax, NS, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Partner and Owner @Trinity Wealth Partners

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Halifax, NS, CA

EDUCATION

1995 — 2001

Saint Mary's University

Bachelor of Commerce (B.Com.)

SKILLS

Strategic Financial PlanningPortfolio ManagementInsuranceLife InsuranceWealth ManagementInvestment StrategiesTax PlanningFinancial AdvisoryWealthSmall BusinessFinancial PlannersEstate PlanningFinancial PlanningInvestmentsMutual FundsInvestment AdvisoryRetirement PlanningAsset AllocationFixed AnnuitiesRetirementEquitiesInvestment ManagementCritical IllnessAsset ManagementDisability InsuranceMortgage Lending

ABOUT DON MURRAY

I am thrilled to join Trinity Wealth Partners as an independent financial advisor. With 28 years of experience in the financial services industry, including roles at major banks, brokerage firms, and one of Canada’s largest insurance companies, I am able to bring a wealth of expertise to my clients. I am focused on providing holistic financial planning with a particular emphasis on tax and estate strategies - ensuring that each client\'s financial journey is well-supported. I am also a life-licensed advisor and hold the prestigious Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellowship of the Canadian Securities Institute (FCSI) designations. Originally from Halifax, I am a dedicated husband and father of two young children. I enjoy spending quality time with my family - both at home and on travel adventures. I am also deeply committed to my community, serving as the Chair of Hockey Helps Homeless since its inception in 2017. Through this initiative, we have helped raise over to support VETS Canada and Adsum House, two organizations dedicated to improving the lives of vulnerable individuals.

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Don Murray — Partner and Owner at Trinity Wealth Partners in Halifax, NS, CA | Unifers