Together, We Are Trinity Family Wealth AdvisorsKnowledgeable Advisors Devoted to Your Success and Well-Being
Trust Us with Your Unique Financial Needs and Aspirations
We believe that individuals and families are more than the sum of their financial assets. We each have our own goals, values, and emotions- all of which should be considered when taking the next step to obtaining clarity, contentment, and freedom in both our personal and professional lives.
As your financial success increases, so do the complexities of establishing a plan that protects you and your family for years to come. Therefore, every member of our multi-disciplined team brings their own expertise to the table, allowing you to take advantage of a holistic and comprehensive approach to your family’s wealth and well-being.
As a high net worth family, your situation is not cookie-cutter, and neither should your financial solutions be. Meet our diverse team of professionals and take the first step toward achieving your goals, reducing risks, and harnessing new and exciting opportunities.
Our Values Create the Cornerstone of Who We Are
Integrity - Our actions are consistent with our words, we are who we say we are. We are transparent. Our integrity can not be bought.
Relationships of Trust - Our word is our bond, it has more value than a contract. Trust is the foundation of our relationships, we earn it and keep it paramount.
Unshakable Values - Our values are our guiding compass. We make decisions consistent with our values.
Wealth Beyond Money - Money is only one component of true wealth. We define wealth as intellectual, social, spiritual, emotional & financial. True wealth is a multiplication of all five.
Continuous Improvement - Our specialty is a quickly evolving field. We are a thought leader on the cutting edge. We are passionate about continuously advancing our expertise.
Allow us to Introduce Ourselves
P Eng., CFP, CKA
Principal & Dealing Representative
Investment Specialist & Dealing Representative
Amelia has a Bachelor of Business Administration (Honors) in Personal Financial Planning and Corporate Finance and a Master of Business Administration in Management of Growing Enterprise. She has focused on helping business owners across multiple industries enhance their business processes and overall value throughout her career. Amelia is passionate about ensuring Trinity clients enjoy an exceptional client care experience and is a Dealing Representative of Capstone Asset Management Inc.
Investment Management Administrator & Dealing Representative
Ashley has spent most of her career in investor relations and administrative roles in the Exempt Market Dealer space. She has her Chartered Investment Management designation and is a Dealing Representative of Capstone Asset Management. Ashley strives to provide excellence and efficiency to all Trinity clients and partners with her signature enthusiastic energy.
BBAH, CSC, QAFP
Associate Planning & Insurance Specialist
Shawn is passionate about his faith and helping people with their financial and estate planning! He has a Bachelor of Business Administration (Honours) in Enterprise Management with a minor in Finance. Post-graduate professional financial services education has enriched Shawn’s many years of experience in banking, health-care business ownership, and non-profit operations management. Shawn is life licensed and holds his Canadian Securities Certificate. He has completed his QAFP designation.
BSc, MDiv, MA Counselling/Psychology