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Who We Are |
Our Financial Planners
"I don’t want a salesperson. I want an advisor with credentials."
Each TriDelta financial planner holds the Certified Financial Planner™ (CFP™) or equivalent designation. As such, they are held to the highest standards of competence and ethical practice established by the Financial Planners Standards Council.
Our investment advisor managers are all veteran, world-class firms that manage money for Canadian institutions and wealthy families. Our business partners have been selected from the very best in their respective fields, and encompass the full spectrum of financial services.
The CFP credentials assure you that the individual using them has agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council. For more information please click here.
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