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 is 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.

Learn More >

Canadian Retirement Income Guide

Maximizing your income while minimizing your taxes

Learn More >

The TriDelta Retirement 100

Calculate the size of your estate and lifetime taxes!

Learn More >

TriDelta Insight Newsletter

Free newsletter filled with valuable information

Subscribe now >

Latest Articles

Lorne Zeiler, Guest Portfolio Manager on BNN’s Market Call Tonight, April 20, 2017 (4/26/2017) - Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor, TriDelta Investment Counsel, was the guest portfolio manager on BNN’s Market Call tonight on Thursday, April 20th discussing large cap dividend paying stocks, portfolio strategy, the market  and the economy. Please click here for the full interview and commentary Please click here for a Review of Mr. […]
Q1 TriDelta Investment Review – What a great start to the year! (4/13/2017) - The Highlights After a great first quarter for our clients, stemming from high exposure to U.S. stocks, preferred shares, and high yield bonds, our investment direction is shifting slightly. We’re witnessing some exhaustion in U.S. stocks, signs of some greater opportunity in Canada and Developed Markets outside of the United States.   We’re reducing our high […]
Tips for lowering taxes on investments (from the Globe and Mail) (3/6/2017) - How can investors reduce taxes on investments? TriDelta Financial’s Lorne Zeiler, Portfolio Manager and Wealth Advisor was one of two wealth management professionals interviewed by Globe and Mail reporter Terry Cain to answer this very question (article printed on March 1, 2017). It’s an old saying but it still holds true – nothing is certain […]
Buying Low: Investing Strategy in Frothy Times (from the Globe and Mail) (3/6/2017) - When stock markets have risen significantly, often some of the best investing opportunities is in the sectors that have been unloved and overlooked. Lorne Zeiler, Portfolio Manager and Wealth Advisor at TriDelta Investment Counsel was one of three portfolio managers asked where to look for value investments today by Globe and Mail reporter Joel Schlesinger […]

↓