Resources We Stand Behind
Books, articles and resources that support our holistic approach.Chosen by Our Team. Profitable for Our Clients
Books
This book exposes the lifestyle challenges and problems that face us in this age obsessed with noise, speed and perpetual activity. Are you ready to meet the-best-version-of-yourself?
This is an indispensable handbook of negotiation principles culled and perfected from Chris Voss’s remarkable career as a hostage negotiator. This book reveals the nine key principles that helped Voss and his colleagues succeed when it mattered the most – when people’s lives were at stake.
How to avoid the 11 Pitfalls is outlined, empowering readers to gain a stronger perspective of family wealth transfer. Written by Jerry Nuerge, Tom Collins, Ryan Zeeb, Steve Gardner, Tom Conway, William High.
Entrusted families have goals that are both deep & broad. They are less interested in preparing their families to be rich and more interested in preparing them to manage, sustain and carry on a rich legacy.
Videos
Q4-2022 Review with Glenn Murray of Capstone Asset Management
Tim & Glenn will 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
Join Tim's discussion with Glenn Murray, President and Chief Investment Officer, of Capstone Asset Management.
Tim & Glenn will discuss:
- How COVID could affect our economic future given government debt levels and struggling businesses
- Is higher inflation here to stay or just a short term issue
- Expectations for the traditional equity markets
- The importance of target rates of return
- Why the Non-Traditional Equity Pool is having record performance
- What to expect from Capstone in 2022 including unique opportunities
Join Tim as he speaks with Glenn Murray, President and Chief Investment Officer, of Capstone Asset Management.
Tim & Glenn will discuss:
- What we could expect from Canadian, US and global markets in 2021
- Why Capstone’s award-winning pools are outperforming
- Why the pandemic will continue to impact Canadian real estate
- How to navigate a low-interest-rate environment
- What to expect from Capstone in 2021 including more Impact Investments (investing that makes the world rejoice)
Radio Appearances
How to Keep Your Money from Wrecking Your Kids
At what point does your blessing become a curse? This broadcast discusses why it's important to give your kids the gift of struggle.
How to Eliminate CRA from your Estate on the "Let’s Talk Money" Radio Show
This broadcast outlines when CRA will be a beneficiary of your estate and how to change that reality if you want to.
Year-end Generosity on the "Let’s Talk Money" Radio Show
This broadcast discusses why you may wish to make a year-end charitable gift and reduce your tax.
Growing in Giving on the "Let's Talk Money" Radio Show
This broadcast outlines practical steps for us to grow in our generosity and provides an example of what the heart of a generous giver looks like.
Overcoming Fear on the "Let’s Talk Money" Radio Show
The emotion of fear is an opportunity to prompt me to think differently. This broadcast discusses how we can replace our fear with faith.
Key Counsel for Uncertain Times on the "Let’s Talk Money"
Listen in to learn how Trinity Family Wealth Advisors adjusted to the global pandemic and our key recommendations for such a time as this.
Multiply Your Legacy on the "Let's Talk Money" Radio Show
True Wealth on the "Let's Talk Money" Radio Show
Trinity Family Wealth Advisors helps rich families become wealthy. This broadcast guides you in clarifying what true wealth means to you and how to attain it.
Financial Freedom or Financial Independence on the "Let's Talk Money" Radio Show
Financial independence is not possible; however, financial freedom is. Freedom comes from Contentment. Contentment is learned. Join us for this liberating discussion.