What our clients say about us

"I have been a client of Canada's largest bank for 37 years, but decided to research my options given my imminent retirement and was pleasantly surprised to find a rather unique business model designed to meet all my financial needs and guide me through this key phase of my life. TriDelta Financial have managed to improve on the bank model by offering comprehensive financial planning combined with unbiased advice and services on investments, insurance, estate planning and more."

"Thanks for pursuing us as a client, I don't know where we would be if you didn't. I am now very confident we will be OK when we finally decide to retire. Thanks again, you’re the best!!"

"We wish to thank you, for all your attention, your time, your commitment, your counsel and your hospitality from the beginning of our relationship through the conclusion of this very difficult second half of 2008. If ever you could use our endorsement with potential clients, feel free to have them call us at any time.

We also want to extend to you our very best wishes for the coming New Year. All of us are hopeful for a strengthening economy and better market conditions in 2009, but whatever the outcome may be, we know we will be well served and cared for as TriDelta clients."

"We moved our investments to TriDelta Financial from a major chartered bank where we had dealt in excess of 30 years. Several factors played a role in this decision. Firstly we moved with our financial advisor with whom we had developed a strong working relationship.

Secondly, we were looking for a broader menu of financial services than what the bank had to offer, for example, insurance, retirement and estate planning. Finally, we were looking for a high level of expertise in these financial areas that the bank was unable to provide. To summarize, we are confident that our finances are in qualified hands of financial professionals."

"Some people love to follow the financial pages daily and are eager to be involved in the details of their portfolios – but that is not true for us.
Having the quality professionals at TriDelta manage our RIF and non-registered investment portfolios has given us a sense of inner peace and a much greater enjoyment of our retirement – especially since the results have been so positive.
Receiving the annualized multi-year financial projections from you has furthered our confidence that our finances are in order, and are in good hands."

"I was very skeptical about investing with anyone. I was recommended to Ted by my lawyer and found the results were amazing. I highly recommend his services."

"We started working with TriDelta Financial in Oakville a number of years ago when my mother sold her home. We needed to make sure that the proceeds from the house sale were carefully handled so that she would have enough money to live comfortably in a seniors residence for many years to come.

We were very impressed and totally reassured by the way the TriDelta Financial team weighed all the options for protecting mother's assets and in making sure they also generated enough income to maintain her lifestyle.

Now, TriDelta Financial is advising us on the management of my mother-in-law's assets as well. They've helped our son buy his first condo. And they're now advising my husband and me on our retirement savings and estate planning. With the exception of our dogs, I guess you could say our relationship with TriDelta Financial has become a family affair."

"The business model at TriDelta Financial perfectly fits our needs. Every person within the organization and the external tax and legal partners, are working in a seamless manner to take our plan and make it a working reality. We were unable to find any other company that could truly match our requirements, but we are sure that many will be trying to emulate the TriDelta model in years to come. It is abundantly clear that this will become a true partnership for the long term."

"What I like is the holistic approach to wealth management, tax planning and retirement planning. I think this is a winning formula for a person like me."

"Great job, TriDelta! There is absolutely no question that TriDelta put together a sound financial plan for us.

Thank you for your guidance and support. Together, with your financial expertise and guidance, we hope to achieve our retirement goals."

"I would like to thank you for the service you provided in helping us obtain our life insurance policy. We did not have the insurance previously and you were able to guide us through the process smoothly and professionally; you explained all our options and your recommendation was best suited for our needs.

Your level of service and friendly approach made us feel comfortable and never pressured. Thank you for your efforts. We feel very confident in our decision and would recommend you to anyone."

"You're amazing. You must be one-of-a-kind! Thanks for all you're doing for me. I will not think about it anymore and I will leave it in your capable hands."

"TriDelta is clearly capable and dedicated to serving clients needs. They have superior knowledge and experience in financial planning. Our advisor is well equipped to provide overall financial advice and easy to work with. I would recommend TriDelta Financial to anyone wanting to sort out the financial part of their life."

"As first time home buyers we were unsure of what steps needed to be taken to secure a mortgage. Tridelta held our hands the entire way, coordination with TriDelta and our lawyers was done without issue and so that we felt no additional stress that you can have when buying. We recommend TriDelta Financial."