Together, We Are Trinity Family Wealth Advisors

Knowledgeable 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

Core values are not what we aspire to become; they are our identity.

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.

Gain Financial Freedom With our Team as Your Guide

Schedule a Conversation


Gain Financial Freedom With our Team as Your Guide

Schedule a Conversation

Allow us to Introduce Ourselves


Tim Jenkins

P Eng., CFP, CKA

Principal & Dealing Representative

Tim is a Professional Engineer, Certified Financial Planner, and a Certified Kingdom Advisor. Tim is also a Dealing Representative of Capstone Asset Management Inc. He has been helping clients gain clarity and freedom regarding their financial affairs for over twenty-five years. Tim’s expertise is in connecting with and understanding each family’s needs, coordinating the multi-disciplined team of specialists to create integrated solutions, and communicating complex situations in an easy-to-understand manner.

Amelia Zhang


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.


Ashley Palmer


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.


Shawn Walker


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.


Rudy Dirks

BSc, MDiv, MA Counselling/Psychology
Strategic Alliance

Individual & Family Counsellor

Rudy has over 38 years of experience in individual, marriage and family counselling and as a professional coach. He is a member of the Ontario Association of Consultants, Counsellors, Psychometrists and Psychotherapists, and is also a Certified Consultant with Myers-Briggs Type Indicator and Birkman Assessment. Rudy is passionate about helping families overcome relationship challenges to enjoy healing, reconciliation, and enhanced family harmony. In addition, Rudy specializes in assisting leaders in discovering and unleashing their unique calling.

Our Founding Advisory Board

Lorne Jackson


President, Canadian National Christian Foundation, Financial Discipleship Canada

After building and selling a national financial services company Lorne founded the Canadian National Christian Foundation and Financial Discipleship Canada. These organizations have been very instrumental in advancing charitable giving across Canada. Lorne regularly speaks nationally on stewardship as he helps charities serve their donors. Lorne and his wife, Doris, have two children and four grandchildren.

Rev. Dr. Henry Wildeboer

Ph. D

Retired Pastor & Seminary Professor

Since 1965, Henry has served as a pastor in three Christian Reformed churches in Washington, Alberta, and Ontario. He taught Leadership Development at Tyndale Seminary and worked as a Regional Director for his denomination. Currently, he is a mentor and coach for pastors and leaders. Henry and his wife, Jan, have five children and 13 grandchildren.

Randy Ziegenhagel


Global Culture Officer, Season Group

Randy has held leadership positions for over 30 years in the industrial gas and the electronic manufacturing industry. Randy is currently involved with a global electronic manufacturing company as their Global Culture Officer, focusing on building Organizational Health. Randy volunteers with a charitable organization teaching and coaching those seeking to control their finances, obtain and sustain freedom from debt and attain financial contentment. Randy has been married to Wendy for 29 years. They have two adult daughters and one son-in-law.

Duncan Reed

BA Sc., P Eng.

Retired Executive Vice President of Operations, Creation Technologies

Duncan has spent the last 20 plus years as an Executive in the electronic manufacturing industry. In addition, Duncan has served on various charitable committees, (LeaderImpact Toronto City Team, Salvation Army Church Board, Toronto City Mission Committee). Duncan is a Professional Engineer with a degree in Chemical Engineering from Queen’s University. He has been married to Anna Marie for 29 years. They have two adult sons.

Terry Wills


President, Wills Transfer Limited

Terry is a third-generation owner of their family business and is in the process of transferring the business to the next generation. Terry understands firsthand the issues our clients face and how to steward wealth wisely and successfully. Terry and his wife, Heather, have two children and six grandchildren. Their family has had a significant impact in their community and beyond.

If you are ready to get more Clarity, Contentment & Freedom in your family wealth, schedule a conversation today.

Schedule a Conversation