SERVICES

Analyzing
Your
​Situation

At Trinity Holistic Wealth we understand that everyone has unique needs. In order to satisfy those needs, the optimal portfolio not only requires an abundance of equity research, but also intricate analysis into each client's individual situation. By putting the relationship with the client first, we make sure we are aware of what needs to happen to ensure rewarding results.

Planning
Your
​Future

Using the knowledge gained during an in-house meeting with you, our client, we begin to plan your finances using innovative forecasting technology. This allows us to not only understand the big picture, but begin to assess the details which will build your financial freedom.

Managing
Your
​Wealth

Constant portfolio audits and file reviews ensure the mitigation of negative developments and allow us to take a dynamic approach when placing trades in the investment market. In the modern fluid business environment that is today's world, we must constantly stay alert to maximize returns.
Experience:
1. 
A unique background of experience in equity trading and analysis.
2. 
A professional level of education, through the Chartered Financial Analyst (CFA®) designation which, although considered the gold-standard, is in the minority in the investment advisory business. Check out what the CFA is all about by clicking our button below.
3.
26 years of experience helping to match client lifestyle goals with appropriate investment portfolios.
4.
A focus on family-based planning, which assures that not only you, but your children and grandchildren, will receive the service and guidance you need and deserve.
5. 
A passion to help others live lives of fulfillment.
We Like To Keep You Informed...
Read Our Latest Newsletter...
Offered A Pension Package?
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Investments are provided through Worldsource Securities Inc., Member of the Canadian Investor Protection Fund, Member of the Investment Industry Regulatory Organization of Canada and sponsoring investment dealer of Sharon Wigle.