Ted Rechtshaffen

ted_rechtshaffen

Ted Rechtshaffen, MBA, CFP
President and CEO
Toronto office: (416) 733-3292 x 221

Ted was named one of the Top 50 Financial Advisors in Canada in 2015 by Wealth Professional Magazine.

Ted studied at York University’s Business School, graduating with an MBA in Marketing and Finance at age 22. Shortly after graduating, Ted joined a consulting firm focused on the Canadian mutual fund industry.

Moving from the consulting side to the ‘client’ side, Ted joined RBC Dominion Securities in Marketing and Business Development. Over a number of years, Ted led and was involved in a number of key projects. Ted was Vice President, Strategic Initiatives for RBC Dominion Securities, when he left to launch TriDelta Financial.

TriDelta Financial has become known as a place for those looking for unbiased and holistic financial advice. The firm was built to minimize the bias and conflict found in most areas of Canadian financial services.

Ted is a licensed CFP professional and writes a column on Personal Finance in the National Post.

Outside of the office, Ted enjoys spending time at home with his wife and three children. When time permits, he can be found playing Baseball in summer and Floor Hockey in winter.

Specialties

Ted focuses on providing a unified financial strategy for individuals and families with a net worth over $1 million. Most of Ted’s clients start out with several of the following questions:

  • Is there any risk of me outliving my money?
  • I know how much money I have, but will it allow me to do the things I want to do?
  • Am I being tax smart or are there other things we should be doing?
  • How can I generate more investment income without taking a lot of risk?
  • I have a corporation, but don’t have a good plan for getting money out efficiently?
  • Can I afford to retire now? • Can I afford to spend more on myself — and how much more?
  • Can I afford to help my kids and grandkids without putting myself at risk?
  • By understanding your goals for the near term and long term, Ted can structure your finances to help you achieve them.

 
Ted offers full investment, insurance, cash management and debt management solutions.

He can also provide benefit and group RRSP consulting and solutions.

Call Ted today at 416 733 3292 x221 or email at tedr@tridelta.ca for a no obligation review.

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