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

If you’re retired, is now the time to sell your house? (6/21/2017) - TriDelta President Ted Rechtshaffen appeared on BNN TV as a guest speaker to discuss retirement income from selling a house in Toronto. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x 221
FINANCIAL FACELIFT: The mortgage is paid, income is good but budgeting is hit-and-miss (5/24/2017) - 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 […]
Lorne Zeiler, Guest Portfolio Manager on BNN’s Market Call Tonight, April 20, 2017 (4/26/2017) - Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor, TriDelta Investment Counsel, was the guest portfolio manager on BNN’s Market Call tonight on Thursday, April 20th discussing large cap dividend paying stocks, portfolio strategy, the market  and the economy. Please click here for the full interview and commentary Please click here for a Review of Mr. […]
Q1 TriDelta Investment Review – What a great start to the year! (4/13/2017) - The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]

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