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

Free newsletter filled with valuable information

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Latest Articles

TriDelta Investment Counsel – Q1 2015 investment review

April 15, 2015 / by Tridelta Investment Counsel

Executive Summary – Good times in the stock markets may last a while Another quarter rolls by, and overall, it was another quarter of very solid returns for our clients. Can the good times for investment markets continue?   The pessimists of this world say “this has got to end soon”. The optimists say “maybe […]

TriDelta High Income Balanced Fund

March 23, 2015 / by TriDelta Financial

Today’s investors face significant challenges, not least of which is generating sufficient income in the multi-decade low interest rate environment. We launched the TriDelta High Income Balanced Fund in late 2013 and have since delivered significant returns to early investors. Our fund overview can be reviewed. Opportunities to invest are restricted to ‘accredited investors’ currently, […]