Trinity Wealth Partners is a financial planning and wealth management firm based in Kitchener-Waterloo, Ontario. Operating as a trade name of IPC Securities Corporation, the firm focuses on providing clients with clarity, confidence, and control over their financial lives through a proprietary "Financial Control Process™". Their services are holistic, covering investment management, retirement planning, tax strategies, insurance solutions, and estate planning, tailored primarily to families, professionals, and entrepreneurs.

Founded in

Canada