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Explore our video content and find answers to common questions.

Trinity Family Wealth Advisors - Overview Video

Tim Jenkins Answers Frequently Asked Questions

What role does financial planning play for high net worth families?

Will CRA get any of our estate? If so, why and how much?

What are some of the most common mistakes high net worth families make with their wealth?

 

What are the greatest benefits of being a Trinity client?

Can I find investments that align with my values?

How do we transfer our values to our family?

How have clients benefitted from our holistic service approach?
What is generational wealth?

How does Trinity complement our clients' existing teams of professionals?

What are the keys to successfully transferring generational wealth?
How do I know if I should change investment advisors?

How does Trinity help clients achieve clarity and freedom for their family wealth?

How much will we need to fund our financial future?
How does a Power of Attorney work if I become ill or incapacitated?

How do we discern how much is too much for our children?

How do we help families create a meaningful estate plan?
How does Trinity’s multi-disciplined team create advantages for our clients?

Discussions with Capstone Asset Management

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)