Articles
Toronto Star Article: Who gets the cottage? Steps you need to take to keep your little piece of heaven in the family
With summer slowly winding down and another great year of memories behind you, have you thought about how you are going to keep the cottage in the family? Or perhaps it is time to sell the cottage? My thoughts on these questions and more in this recent article I was quoted in the Toronto Star. …
Read MoreFINANCIAL FACELIFT: How much can Halle and Hank, both 50, pay for their kids’ postgrad studies without risking their retirement?
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. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our Portfolio Manager & Senior Financial Planner, Matthew Ardrey,…
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BNN Bloomberg September 2, 2025
Maximizing your RESP, Kyle Taylor
Kyle Taylor, Wealth Advisor and Portfolio Manager provides RESP tips to maximize your child or grandchild’s education funding. Reproduced from BNN Bloomberg The Close TV Show September 2, 2025 . Provided By: Kyle Taylor, CFA, CFP, CIM Wealth Advisor & Portfolio Manager kyle@tridelta.ca 416.733.3292 EXT. 233 905.758.0599 CELL
Read MoreMaximizing your RESP and Back to School Shopping Amid Rising Prices
August 28th, 2025 by Kyle Taylor, Wealth Advisor and Portfolio Manager Back to school means the return to routine for parents and children but also highlights the growing costs of modern parenthood. According to the Retail Council of Canada, parents spend on average, $600 to $750 per child on back to school shopping, up from $500…
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BNN Bloomberg August 14, 2025
The Open, Kyle Taylor
Kyle Taylor, Wealth Advisor and Portfolio Manager at TriDelta Private Wealth on BNN August 14th “The Open” Reproduced from BNN Bloomberg The Open TV Show August 14, 2025 . Provided By: Kyle Taylor, CFA, CFP, CIM Wealth Advisor & Portfolio Manager kyle@tridelta.ca 416.733.3292 EXT. 233 905.758.0599 CELL
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BNN Bloomberg The Open, July 31, 2025
Bullish on U.S. healthcare; cautious on Canadian financials: Portfolio manager
Kyle Taylor, Wealth Advisor and Portfolio Manager at TriDelta Private Wealth, joins BNN Bloomberg to discuss investing amid tariff uncertainty. Reproduced from BNN Bloomberg The Open TV Show July 31, 2025 . Provided By: Kyle Taylor, CFA, CFP, CIM Wealth Advisor & Portfolio Manager kyle@tridelta.ca 416.733.3292 EXT. 233 905.758.0599 CELL
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