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At TriDelta Financial, we pride ourselves on being able to offer businesses the very best solutions available in the marketplace today. We achieve this through independence, with access to virtually every insurance provider in the country. By having access to all companies and products, we are able to offer the best strategies possible for each company’s unique needs.
Whether an organization has 10 employees or 10,000, we will work with you to gain a full understanding of your business and it’s employees. We will then analyze your company’s requirements and goals. This will provide us with the details needed to research and shop the marketplace. We can then deliver the very best solution for your specific organization.
Video: TriDelta and your group benefit plans
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Why work with TriDelta Financial?
- Independent – we have access to virtually every provider in the market. This ensures we can get the most competitive prices for the best products.
- Unbiased – we are not owned or influenced by one company or another.
- Innovative ideas and solutions – being independent and unbiased allows us to freely work with various products to develop the best solutions for your business.
- Ongoing support – we provide ongoing support for our group clients by negotiating on their behalf with the provider.
- Value - we are often able to reduce benefit costs by 20-30% through our expert process of efficient plan design, while offering the most competitive pricing in the industry.
| Click here to request your free copy of "New Strategies for Saving Your Company Thousands of Dollars on Employee Benefits While Permanently Controlling Plan Costs!" |
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What else does TriDelta offer that I can’t get elsewhere?
- Comprehensive written financial plans for senior executives.
- Preferred mortgage rates for all employees – In addition we offer the following incentives:
- $500 cash back or the equivalent reduction of the rate for mortgages of $200,000 or more
- $1000 cash back or the equivalent reduction of the rate for mortgages of $400,000 or more
- Financial education and coaching for employees
- Unlimited access to a Certified Financial Planner (CFP) by phone or email, to answer your financial questions.
- A tailor-made newsletter covering a variety of financial, investment and tax related topics
By partnering with us you will work with a dedicated team as we deliver coordinated advice and solutions for your staff.
One of our clients said it best:
"We decided to review our group RRSP and were amazed to find out that TriDelta Financial were able to improve on each and every aspect of our Group Plan. We partnered with TriDelta Financial and continue to enjoy the following benefits:
- Significant cost savings
- Better and more diverse investment solutions
- Enhanced service levels
- Access to holistic planning services"
Gord - Mississauga
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Our product portfolio includes:
- Group RRSP and TFSA
- Registered Pension Plans (RPP)
- Deferred Profit Sharing Plans
- Executive Incentive Plans (RCA & IPP)
- Health & Dental Benefits
- Health Spending Accounts
If you’re in a position to influence your company group plan, or prepared to connect us with the plan administrator please contact us for a no obligation discussion and review. We remain confident we will be able to demonstrate significant value and cost reductions.
Please contact:
Toronto office: Ted Rechtshaffen 416 733 3292 x 221 tedr@tridelta.ca
Oakville office: Anton Tucker 905 901 3429 anton@tridelta.ca
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