At TriDelta Financial, we set out to challenge the way the banks and other providers deliver financial services to clients. We knew there had to be a better way and set out to design our rather unique 'Doctor model' (ongoing professional advice and introduction to specialists as required). FINANCIAL FACELIFT: Can Sbastien and Sofia afford a new cottage on top of their other financial goals?
FINANCIAL FACELIFT: Can Richard and Jane afford an expensive renovation without infringing on Jane's retirement plans? FINANCIAL FACELIFT: Couple whose income has taken a big hit want to sell home and retire early by 'leaning hard into dividends' (3/15/2021) - Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs.
FINANCIAL FACELIFT: Can Richard and Jane afford an expensive renovation without infringing on Jane's retirement plans? FINANCIAL FACELIFT: Couple whose income has taken a big hit want to sell home and retire early by 'leaning hard into dividends' (3/15/2021) - Below you will find a real life case study of a couple who is looking for financial advice on how best to arrange their financial affairs.
Services
We are a financial planning company that delivers great value and holistic advice. Our solutions are built to your individual situation, and take into account your overall goals, risks and opportunities. With this understanding, we have added significant wealth and tax savings to many clients, using an approach that is typically not found in our big banks.
The TriDelta 'All in One Place' guide is a great tool to help in those times of emergency. Many people who manage their own or their families' financial matters have expressed concern that if something should happen to them, their spouses or loved ones would not have ready access to all relevant financial information.
Stephen will join us to share his views on the K-shaped recovery, offer his insights on interest rates, cryptocurrencies, the Canadian dollar, Canadian competitiveness and engage in an interactive dialogue on 2020 in review. Stephen is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting and economic policy, including 35 years in the public sector.
Stephen will join us to share his views on the K-shaped recovery, offer his insights on interest rates, cryptocurrencies, the Canadian dollar, Canadian competitiveness and engage in an interactive dialogue on 2020 in review. Stephen is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting and economic policy, including 35 years in the public sector.
We are looking to expand our team and seek investment advisors, financial planners, investment counsellors and private bankers. Ideal candidates will want to work in an environment where they can provide the best solutions to their clients - and will be rewarded for doing what's right for the client, not for selling specific products.
Reviews (2)
Jessica Rickus
Nov 29, 2019
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Roxy B.
Nov 16, 2019
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Horrible!! My money was put in a Tridelta fund that was LOCKED and could not be accessed or moved in anyway until the fund is valued. I was NEVER told of this restriction. There is no date provided that the money can be moved or removed. They are holding my money hostage and won't give it to me because I'm taking my business elsewhere to a more reputable, honest and useful advisor. In the last 3 years my percentage made was 2% !!!!!!!!!!!!!!!!!!
And their response was....."I don't know".
REALLY!!???
And their response was....."I don't know".
REALLY!!???
