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Hi <<First Name>>,

Given the recent spike in local COVID-19 cases, and following recent guidance from public health advising reducing non-essential contact as much as possible, we have decided to shut down the bricks-and-mortar office for a period of at least two weeks. 

If you need to drop off tax information for Traci @ Nova & Beyond Bookkeeping, there is a lockbox installed on the upper-level unit (Civic 1150, follow the signs for Trinity "Too"/Nova and Beyond). There will be someone on-site every day to collect this information. Alternatively, Traci has a secure electronic delivery option available.

In terms of Trinity's core financial advisory and investment business, we are fully capable of accessing any information or handling any transaction that you may need during this temporary closure. We were able to effectively work remotely for the better part of three months last year, and the technology and teamwork have only improved since then.

This is been a long road for everyone involved and we do welcome the opportunity for face-to-face contact again soon, as I am sure you all do. We will update you as soon as circumstances change. In the meantime, we are fully ready to respond via phone, email, or in the case of meetings, virtual calls.

I hope you and your family are safe and doing well well mentally as we continue to navigate through this strange and challenging world we find ourselves in. This too shall pass.

Best regards,



Rick Irwin
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Trinity Wealth Partners
1148 Bedford Highway
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Insurance products, including segregated fund policies are offered through Trinity Wealth Partners Inc., and Rick Irwin, Patricia Bell, and Lorna Maughan offer mutual funds through Quadrus Investment Services Ltd. 
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
The information provided is based on current tax legislation and interpretations for Canadian residents and is accurate to the best of our knowledge as of the date of publication. Future changes to the tax legislation and interpretations may affect this information. This newsletter contains general information only and is intended for informational and educational purposes provided to clients of Rick Irwin, CFP, CLU, Lorna Maughan, CFP; and Patricia Bell, PFP. While information contained in this newsletter is believed to be reliable and accurate at the time of printing, Rick Irwin, Lorna Maughan, or Patricia Bell do not guarantee, represent or warrant that the information contained in this newsletter is accurate, complete, reliable, verified or error-free. This newsletter should not be taken or relied upon as providing legal, accounting or tax advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their advisor for advice based on their specific circumstances. You should obtain your own personal and independent professional advice, from your lawyer and/or accountant, to take into account your particular circumstances.    
Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. Used with permission.