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Investment Management |
Are you looking for:
- Tax Efficiency
- Income
- Reasonable Fees
- Full Product Independence
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Contact us for a
No Obligation Financial Consultation |
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If the answer is yes to any of these, then we should talk. Contact us at 416-733-3292 x 221 or 
Because each portfolio is built to meet your needs we ensure tax efficiency. We can also ensure that wherever possible, our investment counseling fees are tax deductible.
TriDelta Financial clients typically have between $250,000 and $10 million in investable assets.
| FEE SCHEDULE |
| INVESTMENT |
TRIDELTA FEE |
AVERAGE FEE FOR
CANADIAN EQUITY
FUND (WITH LOAD |
| First $250,000 Invested |
1.95% per year |
2.24% per year |
| Next $500,000 Invested |
1.50% per year |
2.24% per year |
| Next $250,000 Invested |
1.25% per year |
2.24% per year |
| Next $4 Million Invested |
1.00% per year |
2.24% per year |
Investment in excess of
$5 million |
0.75% per year |
2.24% per year
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| A portion of our fees can be tax deductible.† This advantage over mutual funds means that many clients will save more than 50% after tax, compared with the amount they are paying today. This can mean savings of several thousand dollars per year. |
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| †A tax professional can provide guidance for your particular situation. |
Tax Efficiency
Because each portfolio is built to meet your needs we ensure tax efficiency. We can also ensure that wherever possible, our investment counseling fees are tax deductible.
Income
There has been a lot of discussion about income trusts and guaranteed income funds over the last couple of years. While there is a place for all of these products, many provide added risk or excessively high fees.
Through our investment partners, we can construct monthly income payment plans that are tax and cost efficient – and perfectly tailored to your personal situation.
Reasonable Fees
As you can see in our fee schedule below, we charge a fee based on your overall assets. This allows us to be on the ‘same side of the table’, meaning that we earn more when your portfolio grows, and less if it doesn’t. We also avoid ‘deferred sales charges’ that some mutual fund companies use to lock you into their products.
We remain critical of mutual funds for various reasons, but primarily the high & undeductable fees.
Full Product Independence
Not only do our investment partners have access to company research from all of the major brokerage firms, but there are no large company politics or influence to bias decisions.
As a fee-based manager, there is no bias to one product over another because we are paid the same regardless of product. Our investment partners are licensed to offer virtually all investment securities, products and new issues.
This independence is not very common in the industry today, and when combined with top professionals, and tax efficiency, provides you with a winning formula.
to contact us for a complimentary financial review and second opinion on your investment portfolio.
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