Trinity Family Wealth Advisors is a wealth management practice serving high net worth families, with clients in Peterborough, Ottawa and the Greater Toronto Area. It offers investment management through an independent portfolio manager, financial and estate planning, family business succession, legacy and philanthropic planning, and family counselling support, guided by a holistic three-step planning process.
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Claim it freeTrinity Family Wealth Advisors is a wealth management practice serving high net worth families, with clients in Peterborough, Ottawa and the Greater Toronto Area. It offers investment management through an independent portfolio manager, financial and estate planning, family business succession, legacy and philanthropic planning, and family counselling support, guided by a holistic three-step planning process.
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