Trinity Wealth Partners' Quarterly Newsletter
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Volume 10; Issue 3


Money Wise!

Trinity Wealth Partners' Quarterly E-Newsletter

Compliments of: Rick Irwin, CFP, CLU; Investment Representative

Market Watch

From Rick Irwin

This past quarter saw a fair bit of volatility in the stock and bond markets towards the end of the period as markets reacted to the US Federal Reserve Boards “across the bow” warning that the monetary stimulus would not continue forever. The Fed subsequently calmed down fears of an overly aggressive foot on the brakes and markets generally reversed the losses in July. Year-to-Date we have still experienced solid gains despite the “wall of worry.”
The gains have not been uniform.  The US stock market has  ...

Company News

From Natalie LeBlanc

We’d like to announce the recent addition of a new financial advisor, Paul Tattrie, to our team. Paul has been in the financial planning industry for almost 35 years, and has chosen to partner with Rick as part of his eventual succession plan, sometime over the next 6 months to two years. We are happy to welcome his clients to Trinity Wealth Partners. 
For our new clients ...

Manulife One

From Melissa Allan

Are you looking to buy a new home or perhaps your mortgage is up for renewal soon?  If so, you should consider Manulife One as an option . 
Manulife One is a unique all-in-one account that allows you to combine your mortgage, personal loans, and line of credit with your income and short term savings.  This could save you ...

Retirement Planning

From Rick Irwin


Whether retirement is imminent, or still many years away, it's never too early to sit down and start mapping out a retirement income blueprint. Part of this exercise involves pulling together all of your available future income streams from various pensions and determining what these would produce on their own. If you are fortunate enough to have a work pension, is the future income variable and therefore based on the sum of deposits into the plan and the performance of the markets (Defined Contribution) or is it a fixed formula based on best career average earnings and years of service (Defined Benefit)? More and more Defined Benefit plans are  ...

Ailing Parents and the Financial Impact  

From Melissa Allan

Although your most important concern at this point is the illness of your parent and hopefully seeing them returned to health, it is still important to appreciate the financial implications of your parent’s death.  One of the main concerns of people with ailing parents is to ensure that there is enough money to pay for the care that they need.  Basic essential medical expenses are covered by ...

A referral is the best compliment that a client can give. Many thanks to all our clients who have referred us over the past year!

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