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Who We Are |
Management Team
Ted Rechtshaffen, President and CEO
Born and raised in Toronto, Ted studied at the Schulich School of Business (then known as York University’s Business School), graduating with an MBA in Marketing and Finance at age 22.
Following a year at American Standard – the multi-national plumbing fixture company - Ted joined a consulting firm focused on the Canadian mutual fund industry. The client base included all of the major fund companies, with a particular focus on the sellers of mutual funds - banks, stock brokers and financial planners.
Moving from the consulting side to the ‘client’ side, Ted joined RBC Dominion Securities in Marketing and Business Development. Over a number of years at RBC, Ted led a number of major initiatives including:
- Launching the first loyalty program in the investment industry for the top 1% of clients at RBC Dominion Securities
- Product management for a multi-billion dollar registered product portfolio
- Leading referral initiatives between Wealth Management and other divisions of RBC
- Founding member of RBC Investments Interest Rate Committee, responsible for a multi-billion dollar cash and lending portfolio
- Head of Global Relationship Management for Global Private Banking
- Head of Marketing for U.S., Caribbean and Latin America for Global Private Banking
Ted was Vice President, Strategic Initiatives for RBC Dominion Securities, when he left to launch TriDelta Financial Partners.
Outside of the office, Ted enjoys spending time at home with his wife and two children. When time permits, he can be found playing Baseball in summer and Floor Hockey in winter.
To contact Ted Rechtshaffen, please click here.
Anton Tucker, VP Business Development
Anton was born and raised in South Africa where he attended one of the country’s top private schools, St Stithians. Anton combined his academic education with sport, where his superior performance on various teams earned him the prestigious ‘sportsman of the year’ honour.
After graduation, he was drafted into the South African Navy where he successfully completed the grueling officer’s course and served as a divisional officer.
Anton’s business career began in marketing and sales for a large national clothing retailer before joining an international advertising agency. Over the years while working with clients such as Colgate Palmolive, Revlon, South African Breweries and General Tire, he was promoted through the ranks to a Board Director.
In search of greater opportunities, Anton immigrated to Canada in 1994 with his young family and soon thereafter joined CIBC Wood Gundy as an Investment Advisor. At CIBC Anton was awarded the prestigious President’s Council Award for excellent performance. He continued his education, completing the Canadian insurance courses (I & II), derivatives & options license, options supervisor, Financial Management Advisor (FMA) and branch manager/compliance exams.
Anton then moved to Merrill Lynch in search of broadening his knowledge and learning from a global leader. It was during this time that he also qualified and was awarded the Fellow of the Canadian Securities Institute designation, FCSI, the most senior designation in Canada's financial services sector. (read more)
Anton’s pursuit of management responsibility led him to CIBC Imperial Service where he was rewarded for superior performance and granted the Achievers Award. He also attained his Certified Financial Planner (CFP) designation. (read more)
Anton’s belief that there had to be a better client focused solution led him to TriDelta Financial Partners. As VP, Business Development, Anton will continue to work directly with clients, while building and coaching a team of like-minded financial planning professionals.
More recently Anton studied senior issues by learning about the physical, social, psychological, financial and estate planning aspects of aging by completing the Certified Senior Advisor (CSA) course.
To contact Anton Tucker, please click here.
Asher Tward, VP Estate Planning
Asher was born in Toronto, and studied at the University of Western Ontario. He and his wife Roanna have a son and daughter.
Shortly after graduation, he began working at head office for one of the largest retail conglomerates in Canada, ultimately specializing in Management Information Systems. Subsequently, he moved to another specialty retailer to take on a more senior role overseeing all of the Point of Sale, Retail, Wholesale, Product development and Accounting system operations as well as new system implementations.
After a number of years in this specialized area, he decided to make the move into Financial Services, and joined his family’s business which focused on Holistic Planning, as well as Investment and Insurance Planning. Soon after, the business was restructured into a partnership – Tward & Associates. After a few years, Asher took on a leadership role and set his sights on building a financial services firm with a far greater reach. Together with the other founding partners, who possessed a similar vision, he helped to construct TriDelta. All of the prior business units have now been amalgamated into TriDelta, which is now his prime focus.
Asher is an emerging leader in the Canadian Estate Planning industry. In addition to developing and consulting on wealth building strategies with legal and accounting professionals, Asher is often quoted in the press such as the Globe and Mail, National Post, Toronto Star and Money Sense magazine. He is also an integral resource to all of his colleagues at TriDelta.
Asher brings the rare ability to encompass and incorporate tax, insurance, trust, corporate planning and estate solutions for the benefit of his clients.
To contact Asher Tward, please click here.
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