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).

This is all delivered, implemented and monitored by one company.
Our goal is to provide complete financial peace of mind for families and individuals.

TriDelta Family Doctor Model

We have seamlessly combined key financial solutions into our model.

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Canadian Retirement Income Guide

Maximizing your income while minimizing your taxes

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The TriDelta Retirement 100

Calculate the size of your estate and lifetime taxes!

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TriDelta Insight Newsletter

Free newsletter filled with valuable information

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Latest Articles

Financial Facelift: Couple in good shape to retire early, but spending plans need review (7/19/2016) - Below you will find a real life case study of a couple who are looking for financial advice on when they can retire and how best to arrange their financial affairs. The names and details of their personal lives have been changed to protect their identities. The Globe and Mail often seeks the advice of […]
TriDelta Investment Counsel Q2 2016 Report: Markets move higher – even with all the dire headlines. (7/15/2016) - Executive Summary Brexit, Trump and Terrorism.  Take all that together, and surprise, surprise, the markets went up.  In the second quarter of 2016, the Toronto stock index closed up 4.6%.  The DEX Universe Bond index closed up 2.6%.  The S&P500 US index in Canadian dollars closed up 1.9%.  All looks pretty good. Even leaving North […]
Top consumer discretionary stock picks (5/12/2016) - Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial, was recently invited by the Globe and Mail to provide top stock picks in the consumer discretionary sector. Special to The Globe and Mail, Published Tuesday, May 10, 2016 Consumer discretionary stocks can capture the momentum of an improving economy. In good times, money […]
TriDelta Investment Counsel Q1 2016 Report: Signs of Light but No Need for Sunglasses Yet (4/15/2016) - Executive Summary Where everything Canadian was bad in 2015, in terms of local currency, Canada was the place to be in Q1.  In an economy that still remains very commodity driven, Canada had the double benefit of better numbers in Oil, metals and mining, and with it the support of a stronger Canadian dollar. Canadian […]