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 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

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Latest Articles

Two types of retirees: dreamers and savers

February 4, 2016 / by Lorne Zeiler

Lorne Zeiler, VP, Portfolio Manager at TriDelta Investment Counsel was a recent guest on BNN’s Your Money Month to discuss sources of income for retirees featured in TriDelta’s ‘Canadian Retirement Income Guide’ Click here to watch the interview. Posted By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor 416-733-3292 x225

The five things to do after you win the lottery

February 2, 2016 / by Ted Rechtshaffen

By: Olivia Glauberzon, Special to the Star, Published on Tue Jan 26 2016 When it comes to buying lottery tickets like ones this month’s $1.5 billion Powerball, players put plenty of thought into picking their numbers. But how much goes into the plan if they actually win? In 2001, Vicki Damant was close to the […]