Investment Management

We help you sleep at night regardless of market conditions.

Investment Management

We help you sleep at night regardless of market conditions.

Protect and Grow What You’ve Worked So Hard For.

Do you know there are investments designed exclusively for high net worth families?

Are you concerned that you are taking unnecessary risks with your hard-earned wealth?

We believe you deserve to have your investments managed by an independent portfolio management firm who are experts in accessing investments that do not have the volatility of the markets but still generate solid returns. We will guide you through your options and help you enjoy contentment with your financial situation.

All investment services are provided through Capstone Asset Management Inc.

Leave Volatility Behind Without Sacrificing Performance

Q4-2022 Review with Glenn Murray of Capstone Asset Management

Join Tim & Glenn as they discuss:

  • What is in store for 2023, given high inflation & interest rate hikes
  • The strategy of the Investment Management Team in this environment
  • What to expect from the mortgage pools
  • New opportunities that are coming in 2023

Learn More About Investment Management

4 Keys to Financial Contentment

Would you rather be content or rich? Rather than rush past this very important question, hit “pause” in your reading and actually answer the question. Chances are, you may have to search through a few...

The Truth About Market Lies

If you read the business section of any major newspaper or website in the last month, I’m sure you saw headlines suggesting what would happen in the markets in 2019. There are as many perspectives,...

Connect with a firm of professionals, and discover how we can facilitate the management of your investments and generate a greater return on life.


Featured Testimonial

Banking Executive & retired Healthcare Professional, Toronto

“Tim has been our financial planner for over 20 years. During that time, we always found that he lived with integrity. The Trinity team provides wise, holistic counsel on the many facets of finance. The investment mix they offer has always been diverse, giving consideration to our current and future needs. We are very pleased with how they balance our portfolio so that it takes advantage of the good times and mitigates against the bad times. We are confident in our ability to retire early. We do not lose sleep at night worrying about our portfolio, because we know it is in capable hands.”

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