Rick Irwin
Financial Advisor @Investia Financial Services
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WORK HISTORY
Financial Advisor @Investia Financial Services
Mutual funds, approved exempt products and/or Exchange Traded Funds are offered through Investia Financial Services Inc. Insurance products and services are offered through Trinity Wealth Partners Inc.
EDUCATION
Saint Mary's University
Bachelor of Commerce, Bachelor of Arts, Business/Commerce, Political Science
ABOUT RICK IRWIN
I provide evergreen wealth solutions for individuals and families and seek to foster trusted long-term relationships. My goal is to educate, engage and empower clients on the journey to financial success. I am passionate about helping clients to: Develop a plan to enable a confident retirement Align their investment strategies with personal values Optimize intergenerational wealth planning My goal is to ensure that clients feel engaged, educated and empowered throughout all stages of the financial planning process. When not helping clients achieve their financial goals, I enjoy spending time with my wife, children and two dogs. I enjoy travel, good food, Belgian beer (sometimes in that order) and occasionally even dusting off the old guitar. My other passions include running, gardening, and home improvements which usually work out as planned.
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