Post list

Matthew Ardrey | FINANCIAL FACELIFT: Are these soon-to-be retirees ready to set sail? | November 15, 2017
Tridelta Investment Counsel | Q3 TriDelta Investment Review | October 19, 2017
Matthew Ardrey | Protecting Your Retirement Portfolio – in a Down Market | October 18, 2017
Lorne Zeiler | Seven ETFs to counter a Canadian portfolio bias (from the Globe and Mail) | October 11, 2017
Matthew Ardrey | FINANCIAL FACELIFT: Christopher, 70, wants to ‘ease into retirement’ – and avoid double taxation | October 5, 2017
Tridelta Investment Counsel | Alternative Investments – A proven path to higher and stable returns | August 31, 2017
Ted Rechtshaffen | The question on every Toronto retiree’s mind: Do I sell my house now? | August 31, 2017
Anton Tucker | Major changes to the Ontario Disability Support program | August 30, 2017
Matthew Ardrey | FINANCIAL FACELIFT: New worlds to explore for couple eyeing retirement | August 29, 2017
Tridelta Investment Counsel | Q2 TriDelta Investment Review – What a Rising Interest Rate World Means | July 18, 2017
Matthew Ardrey | FINANCIAL FACELIFT: How can this couple make sure they’re prepared for retirement? | July 11, 2017
Ted Rechtshaffen | If you’re retired, is now the time to sell your house? | June 21, 2017
Matthew Ardrey | FINANCIAL FACELIFT: The mortgage is paid, income is good but budgeting is hit-and-miss | May 24, 2017
Lorne Zeiler | Lorne Zeiler, Guest Portfolio Manager on BNN’s Market Call Tonight, April 20, 2017 | April 26, 2017
Tridelta Investment Counsel | Q1 TriDelta Investment Review – What a great start to the year! | April 13, 2017
Lorne Zeiler | Tips for lowering taxes on investments (from the Globe and Mail) | March 6, 2017
Lorne Zeiler | Buying Low: Investing Strategy in Frothy Times (from the Globe and Mail) | March 6, 2017
Ted Rechtshaffen | The golden opportunity of a pension windfall might be slipping away as interest rates rise | February 17, 2017
Anton Tucker | Our housing market – is this the top? | February 17, 2017
Lorne Zeiler | Where to Invest Your RRSP Contributions | February 14, 2017
Tridelta Investment Counsel | TriDelta Investment Counsel Q4 Report – In 2017 while the noise gets louder, facts matter more than ever. | January 10, 2017
Matthew Ardrey | FINANCIAL FACELIFT: At start of big earning years, couple face lack of retirement savings | January 5, 2017
Lorne Zeiler | Lorne Zeiler, Guest Portfolio Manager on BNN’s Market Call December 23, 2016 | January 4, 2017
Matthew Ardrey | What is a Locked-in Retirement Account (LIRA)? | November 11, 2016
Ted Rechtshaffen | TriDelta innovates with new optional fee structure | November 3, 2016
Heather Holjevac | What you need to know about the new mortgage rules | November 3, 2016
Brad Mol | New Liberal tax implications for each of us | November 3, 2016
Tridelta Investment Counsel | TriDelta Investment Counsel Q3 Report – Time to Visit the U.S. Markets | October 24, 2016
Matthew Ardrey | FINANCIAL FACELIFT: Can travel plan blossom if she works part-time? | October 19, 2016
Ted Rechtshaffen | If your retirement security is built on your home, now might be the time to sell | September 22, 2016
Matthew Ardrey | CPP – When is the Right Time for You to Take It? | September 19, 2016
Ted Rechtshaffen | Record debt levels only bad if you’re using the money wrong | September 16, 2016
Matthew Ardrey | Financial Facelift: Couple with high incomes needs tighter budgeting to meet their goals | September 7, 2016
Matthew Ardrey | Financial Facelift: Couple in good shape to retire early, but spending plans need review | July 19, 2016
Tridelta Investment Counsel | TriDelta Investment Counsel Q2 2016 Report: Markets move higher – even with all the dire headlines. | July 15, 2016
Lorne Zeiler | Top consumer discretionary stock picks | May 12, 2016
Tridelta Investment Counsel | TriDelta Investment Counsel Q1 2016 Report: Signs of Light but No Need for Sunglasses Yet | April 15, 2016
Lorne Zeiler | TFSA comes of age in retirement strategy | March 30, 2016
Ted Rechtshaffen | Buying vs. renting when downsizing after retirement | February 22, 2016
Lorne Zeiler | Two types of retirees: dreamers and savers | February 4, 2016
Ted Rechtshaffen | The five things to do after you win the lottery | February 2, 2016
Tridelta Investment Counsel | TriDelta Investment Counsel – Q4 2015 Investment Review | January 15, 2016
Ted Rechtshaffen | How a couple with a net worth of $10 million and annual income of $215,000 can pay $0 in income tax | December 14, 2015
TriDelta Financial | Helping to Care for Aging Parents | December 13, 2015
Tridelta Investment Counsel | TriDelta Investment Counsel – Q3 2015 investment review | October 7, 2015
TriDelta Financial | Updated Retirement Income Guide | August 24, 2015
Anton Tucker | What are alternatives and do they have a place in your portfolio? | August 24, 2015
Heather Holjevac | How will your Retirement be affected by a Divorce? | August 24, 2015
Brad Mol | Should I take CPP before age 65? | August 24, 2015
Ted Rechtshaffen | Why you probably shouldn’t ever want to own a cottage | August 1, 2015
Ted Rechtshaffen | How the Bank of Canada’s rate cut may have added $100,000 to your pension in one day | July 20, 2015
Tridelta Investment Counsel | TriDelta Investment Counsel – Q2 2015 investment review | July 17, 2015
Ted Rechtshaffen | How to get richer, faster: Dump the cash for equities in your TFSAs | May 30, 2015
Ted Rechtshaffen | TFSA Increases and RRIF Minimum Changes – Two Advantages for many of you | May 21, 2015
TriDelta Financial | TriDelta Client Leading the Charge on Environmental Issues | May 21, 2015
Ted Rechtshaffen | A world with TFSAs vs without, Part II: Which helps a family with a modest income save an extra $1.5M? | May 2, 2015
Ted Rechtshaffen | A world with TFSAs vs without: Guess which can help a middle-class couple save $1.1M? | April 26, 2015
Tridelta Investment Counsel | TriDelta Investment Counsel – Q1 2015 investment review | April 15, 2015
TriDelta Financial | TriDelta High Income Balanced Fund | March 23, 2015
Anton Tucker | Collateral Mortgages – The Good and the Bad | March 19, 2015
Ted Rechtshaffen | Less than half of Canadians will contribute to an RRSP this year | February 23, 2015
Ted Rechtshaffen | Renting during retirement? 10 cases where it might be right for you | February 13, 2015
Brad Mol | Turn a spouse’s loss into your gain | February 13, 2015
Anton Tucker | Plan a ‘free’ Thailand vacation and… surgery. | February 13, 2015
Lorne Zeiler | Should you contribute to your RRSP, TFSA or pay down debt | February 13, 2015
Ted Rechtshaffen | 3 ways to benefit now from historically low interest rates | February 5, 2015
Lorne Zeiler | Are Canadian banks still a buy? | January 22, 2015
Tridelta Investment Counsel | 2015 Financial Forecast & Review of Solid 2014 Predictions | January 6, 2015
Anton Tucker | How long will I live? | January 4, 2015
Ted Rechtshaffen | Why TriDelta has been mostly out of Oil Stocks – but that could change | December 16, 2014
Anton Tucker | Be healthy – take an Omega 3 supplement | December 11, 2014
Anton Tucker | RRSP vs. TFSA | December 9, 2014
Anton Tucker | Buying Bread Boggles The Mind | December 8, 2014
Ted Rechtshaffen | Three times when it’s ok to change your asset mix | December 8, 2014
Tridelta Investment Counsel | TriDelta High Income Balanced Fund delivers 15.9% first year return | December 8, 2014
TriDelta Financial | Key Steps in Starting a New Business | December 8, 2014
Anton Tucker | Genuine interest | December 8, 2014
Lorne Zeiler | When to Invest in the Market? | November 11, 2014
TriDelta Financial | Market Turmoil – Why your portfolio is not as bad as the market | October 20, 2014
Ted Rechtshaffen | TriDelta Q3 2014 Investment Report – Keeping the faith when the news is bad | October 6, 2014
Ted Rechtshaffen | The newly rich: How your world changes when downsizing creates a windfall | October 1, 2014
Ted Rechtshaffen | Why older seniors should rent instead of buy | September 30, 2014
TriDelta Financial | Why We Own Stocks | September 22, 2014
Ted Rechtshaffen | Renewing your mortgage? Here’s why you should pick up the phone | September 16, 2014
Ted Rechtshaffen | Why giving your grown children an allowance may make financial sense | August 25, 2014
Ted Rechtshaffen | Four things you might not know about investment fees | August 25, 2014
Ted Rechtshaffen | Here’s why you should show your group pension plan some love | May 21, 2014
TriDelta Financial | Three Ways High Earners Can Earn Higher After-Tax Returns and Help their Kids | May 13, 2014
Anton Tucker | Low rates equal solid CDN Real Estate | May 1, 2014
Ted Rechtshaffen | 1% in your pocket is better than 1% in the taxman’s pocket | May 1, 2014
TriDelta Financial | First quarter earnings | April 30, 2014
Ted Rechtshaffen | TriDelta Investment Counsel – Q1 2014 investment review | April 8, 2014
Ted Rechtshaffen | Borrowing to invest? There are times when it makes sense, like now | April 6, 2014
TriDelta Financial | Tax time | February 25, 2014
Ted Rechtshaffen | Retirement trends | February 24, 2014
Ted Rechtshaffen | RRSP – When an RRSP is not enough | February 24, 2014
TriDelta Financial | When Cashing in Your RRSP Can Increase Your After-Tax Income | January 30, 2014
Ted Rechtshaffen | In retirement, the rich get richer | January 29, 2014
Ted Rechtshaffen | TriDelta Investment Counsel – Q4 2013 investment review | January 20, 2014
Ted Rechtshaffen | TriDelta Investment Counsel 2014 Forecast | December 23, 2013
TriDelta Financial | YearEnd Checklist for your Investments and Taxes | November 21, 2013
Ted Rechtshaffen | TriDelta Launches High Income Balanced Fund – for Accredited Investors | November 12, 2013
TriDelta Financial | Americans Living in Canada: How the IRS impacts your Investment Strategy | October 31, 2013
Lorne Zeiler | Risk Management Series – Bonds, Part 2 | October 25, 2013
Ted Rechtshaffen | Your Pension – Is now the time to take the cash instead? | October 24, 2013
Ted Rechtshaffen | TriDelta Investment Counsel Q3 Review – US Government Battles – What Now? | October 9, 2013
Ted Rechtshaffen | The hardest financial question for most people to answer | October 9, 2013
TriDelta Financial | Risk Management Series – Bonds | October 3, 2013
Ted Rechtshaffen | The end of income investing — for now | September 6, 2013
TriDelta Financial | Risk | September 6, 2013
TriDelta Financial | Removing the mystique & fear of Dementia | September 6, 2013
TriDelta Financial | Managing the Drawdown of your RRIF/RRSP | September 6, 2013
TriDelta Financial | Welcome Home! | September 4, 2013
Ted Rechtshaffen | What is your mortgage number? | July 30, 2013
Ted Rechtshaffen | Child Support Payments – Are they tax deductible? | July 30, 2013
Ted Rechtshaffen | TriDelta Investment Counsel Q2 Review – Interest Rates are only part of the picture | July 19, 2013
Ted Rechtshaffen | Markets reverting to the mean | June 24, 2013
Anton Tucker | Your personal invitation to the TriDelta Alzheimer’s Gathering – 23 June 2013 | May 31, 2013
TriDelta Financial | How to tell if a neighbourhood is improving | May 31, 2013
TriDelta Financial | Keeping Your Piece of the Pie | May 31, 2013
TriDelta Financial | Challenges of caring for aging parents | May 31, 2013
Ted Rechtshaffen | Why we overprotect ourselves from the stock market | May 31, 2013
TriDelta Financial | Cremation – Did You Know? | May 31, 2013
TriDelta Financial | How Your Tax Bracket affects your Investment Decisions | May 29, 2013
Ted Rechtshaffen | Mediating “Prenups” and “Postnups”: Protecting Your Money While Preserving Family Harmony | April 19, 2013
TriDelta Financial | Living with Dementia: The How is in the WOW – the Montessori Way! | April 19, 2013
Ted Rechtshaffen | TriDelta Investment Counsel – Q1 2013 Investment Review and Outlook | April 4, 2013
Ted Rechtshaffen | Leaving money to charity in your will? There is a better way | March 23, 2013
Brad Mol | Ever Considered Loaning your Spouse Money? | March 21, 2013
TriDelta Financial | Not sure what you need to complete your 2012 tax return? | March 21, 2013
TriDelta Financial | Planning your funeral | March 21, 2013
Edward Jong | Bond market review – March 2013 | March 21, 2013
Ted Rechtshaffen | The Pope retired at 85 – maybe you should too | March 5, 2013
Anton Tucker | Canada – good 2013 growth or not? | February 22, 2013
TriDelta Financial | How to take money out of your Small Business tax efficiently – Part 1 | February 22, 2013
TriDelta Financial | Less Than half of Canadian Adults have a Will | February 22, 2013
TriDelta Financial | Financial to-do’s | January 22, 2013
TriDelta Financial | Segregated funds | January 22, 2013
TriDelta Financial | TriDelta Alzheimer’s Gathering’ – a walk down memory lane | January 22, 2013
TriDelta Financial | Canadian real estate update | January 22, 2013
TriDelta Financial | Travel tips | January 22, 2013
Ted Rechtshaffen | 4th Quarter Investment Review and 2013 Forecast | January 15, 2013
TriDelta Financial | Travel insurance is a must. | January 15, 2013
Anton Tucker | Are Canadian house prices too high? | November 30, 2012
Brad Mol | The Top Ten Family Wealth Transfer Mistakes | November 23, 2012
Anton Tucker | What exactly do women want from a wealth manager? | November 9, 2012
Ted Rechtshaffen | Four ways single seniors lose out | October 30, 2012
Anton Tucker | Insurance – only two thirds of Canadians have life insurance | October 26, 2012
Ted Rechtshaffen | TriDelta 3rd Q 2012 Market Outlook | October 11, 2012
TriDelta Financial | 10 Things You Should Do Before You Retire | September 26, 2012
Ted Rechtshaffen | Tired of rolling the dice? | September 18, 2012
TriDelta Financial | Great Wealth Strategy to Share | September 7, 2012
Heather Holjevac | Don’t let divorce devastate your financial well being. | August 29, 2012
TriDelta Financial | Why you need a Personal Financial Plan | August 9, 2012
TriDelta Financial | 2nd Quarter 2012 Market Commentary – Equity | July 26, 2012
TriDelta Financial | 2nd Quarter 2012 Market Commentary – Fixed Income | July 26, 2012
TriDelta Financial | “What do you mean my insurance is going to go up in price?” | July 26, 2012
Anton Tucker | How to Achieve True Wealth | June 8, 2012
Ted Rechtshaffen | Best 10-Year Mortgage Rate Ever? | June 6, 2012
TriDelta Financial | Key Indicators of the Global Financial Markets | June 5, 2012
Ted Rechtshaffen | 4 Challenges to Planning Your Parent’s Retirement | May 22, 2012
Brad Mol | Give More, Spend Less: The Strategy for a Financial Donation | May 17, 2012
Ted Rechtshaffen | 5 Investment Scams You Must Avoid | May 8, 2012
Ted Rechtshaffen | Meet Our Custodians | May 4, 2012
Ted Rechtshaffen | TriDelta’s 2012 investment outlook | December 21, 2011
Anton Tucker | Market Musings | November 24, 2011
Ted Rechtshaffen | Unique use of segregated funds can boost retiree’s portfolios | November 24, 2011
Ted Rechtshaffen | Do “Good” Through Your Investment Portfolio | November 2, 2011
Ted Rechtshaffen | [IN THE NEWS] Does Your Child Need Life Insurance? | October 31, 2011
Ted Rechtshaffen | Permanent Life Insurance Pricing Increases Are Here to Stay | October 21, 2011
Ted Rechtshaffen | Give More, Spend Less | October 21, 2011
Ted Rechtshaffen | Investment Risk- October 2011 | October 21, 2011
Ted Rechtshaffen | Why a Fixed Rate Mortgage is now Better than a Variable Rate Mortgage | October 19, 2011
Ted Rechtshaffen | [VIDEO] Common Investing Mistake: Judging by Past Performance | October 17, 2011
Ted Rechtshaffen | [VIDEO] Building a Retirement Income Through Investing | October 13, 2011
Ted Rechtshaffen | Is Your Investment Advisor Biased Towards Stocks? | October 11, 2011
Ted Rechtshaffen | [VIDEO] How to Prepare for a Recession | October 7, 2011
Ted Rechtshaffen | [IN THE NEWS] Are You Prepared for Retirement? (Live Chat Transcript) | October 5, 2011
Ted Rechtshaffen | Being Prepared for Volatile Markets | September 26, 2011
Ted Rechtshaffen | How to Get Low Cost Estate Protection | September 19, 2011
Ted Rechtshaffen | TriDelta Challenge for Alzheimer’s: Official Launch | September 17, 2011
Ted Rechtshaffen | How to Protect Your Capital | September 17, 2011
Ted Rechtshaffen | Global Economic Outlook and Review- September, 2011 | September 17, 2011
Ted Rechtshaffen | How to Take Money out of Your Small Business Tax Efficiently | September 16, 2011
Ted Rechtshaffen | How Many Years Will I Spend in Retirement? | September 14, 2011
Ted Rechtshaffen | Tales from the Financial ‘Hood: September 12, 2011 | September 12, 2011
Ted Rechtshaffen | Retirement Advice for the Next Generation | September 9, 2011
Ted Rechtshaffen | When Should I Withdraw from my RSP? | September 6, 2011
Ted Rechtshaffen | [VIDEO] Understanding & Avoiding Emotional Investing | September 1, 2011
Ted Rechtshaffen | [VIDEO] Financial Planning in Tough Economic Times | August 29, 2011
Ted Rechtshaffen | [VIDEO] The Four Steps for a Successful Retirement Income Plan | August 18, 2011
Ted Rechtshaffen | [VIDEO] Managing Your Parents’ Money | August 17, 2011
Ted Rechtshaffen | [VIDEO] 5 Steps to Surviving a Market Meltdown | August 15, 2011
Ted Rechtshaffen | Understanding How the Disability Tax Credit Can Help You | August 12, 2011
Ted Rechtshaffen | Canadian Investment Review Special: Week 1- Aug/2011 | August 10, 2011
Ted Rechtshaffen | [IN THE NEWS] Don’t Panic but Understand How Risky Your Holdings Are | August 10, 2011
Ted Rechtshaffen | The Benefits of Working with a Life Insurance Broker | July 28, 2011
Ted Rechtshaffen | When To Review Your Insurance Policy | July 26, 2011
Ted Rechtshaffen | July: Canadian Investment Review | July 26, 2011
Ted Rechtshaffen | [VIDEO] The U.S. Debt Crisis Explained Simply | July 24, 2011
Ted Rechtshaffen | What If I Have to Manage My Parents’ Finances? | July 22, 2011
Ted Rechtshaffen | Benefits of Using Life Insurance as a Retirement Tool | July 21, 2011
Ted Rechtshaffen | Maxed out RRSP & TFSA? An Alternative Tax-Sheltered Retirement Strategy | July 20, 2011
Ted Rechtshaffen | 5 Surprising Ways Debt Financially Helps You | July 18, 2011
Ted Rechtshaffen | Why Manulife IncomePlus is Not for the Average Retiree | July 15, 2011
Ted Rechtshaffen | Am I Ready for Retirement? | July 13, 2011
Ted Rechtshaffen | How Much Can I Afford to Donate to Charity? | July 11, 2011
Ted Rechtshaffen | Avoid These Inflexible Investment “Traps” | July 8, 2011
Ted Rechtshaffen | Why Should I Use a Tax Professional in Canada? | July 4, 2011
Ted Rechtshaffen | [VIDEO] Depending on your Company Pension Plan for Retirement? | June 30, 2011
Ted Rechtshaffen | When Should Retirees Sell their Home? | June 29, 2011
Ted Rechtshaffen | Should I Maximize my RRSP Contribution? | June 27, 2011
Ted Rechtshaffen | Is My Financial Advisor Trustworthy? | June 26, 2011
Ted Rechtshaffen | Ten Tips for a Better Relationship with your Financial Advisor | June 24, 2011
Ted Rechtshaffen | Should I Take a Monthly Pension or a Lump Sum Amount? | June 22, 2011
Ted Rechtshaffen | A Critique of the “Sequence of Investment Returns” | June 22, 2011
Ted Rechtshaffen | Benefits to Charitable Giving in Canada | June 20, 2011
Ted Rechtshaffen | Finding Bond Information for Canadian Investors | June 17, 2011
Ted Rechtshaffen | Getting Mortgage Insurance? Consider This First | June 15, 2011
Ted Rechtshaffen | June: Canadian Investment Outlook | June 15, 2011
Ted Rechtshaffen | Is Canadian residential real estate overvalued? | June 15, 2011
Ted Rechtshaffen | “She Didn’t Update Her Beneficiary Form” – Joan’s Story | June 13, 2011
Ted Rechtshaffen | Tips to Manage your Parents’ Money | June 10, 2011
Ted Rechtshaffen | Psychology: The Role of Emotions in Investing | June 8, 2011
Ted Rechtshaffen | The High Cost of Owning a Home in Canada | June 6, 2011
Ted Rechtshaffen | 3 Reasons to Create a Financial Plan Now | June 4, 2011
Ted Rechtshaffen | [VIDEO] How to Get Good Financial Advice | June 1, 2011
Ted Rechtshaffen | How to Leave a Legacy for Less: Affordable Giving | May 25, 2011
Ted Rechtshaffen | Is an Age Based Investing Strategy Right for Me? | May 25, 2011
Ted Rechtshaffen | Should I Sell my Cottage and Rent Instead? | May 23, 2011
Ted Rechtshaffen | Deferred Sales Charge (DSC) on Mutual Funds | May 23, 2011
Ted Rechtshaffen | Canada: Proper Tax Planning is Not Yearly Tax Minimization | May 20, 2011
Ted Rechtshaffen | Critical Illness Insurance or Long-term Disability Insurance? | May 16, 2011
Ted Rechtshaffen | The Benefits of Segregated Funds for Older Investors | May 15, 2011
Ted Rechtshaffen | The RSP: Minimize Your Biggest Future Tax Bill | May 12, 2011
Ted Rechtshaffen | May: Canadian Investment Review | May 12, 2011
Ted Rechtshaffen | [IN THE NEWS] Guaranteed Retirement Income, But At A Price | February 25, 2011
Ted Rechtshaffen | [IN THE NEWS] A Retirement Product That’s Guaranteed, But Not Very Attractive | September 17, 2010
Ted Rechtshaffen | [IN THE NEWS] Your Company Pension Plan: Demand A Great Deal | June 18, 2010
Ted Rechtshaffen | [IN THE NEWS] Universal Life Insurance may trump RRSP in some cases | March 19, 2010
Ted Rechtshaffen | [IN THE NEWS] Newly Conservative Investors Pull on the Reins | November 26, 2009
Ted Rechtshaffen | [IN THE NEWS] How to Manage Your Finances After Losing Your Job | April 8, 2009
Ted Rechtshaffen | [IN THE NEWS] Don’t Let Your Nest Egg Get Fried | March 4, 2007
Ted Rechtshaffen | [IN THE NEWS] Five Retirement Planning Gaffes to Avoid | March 1, 2007
Ted Rechtshaffen | [IN THE NEWS] The Richest Folks in the Graveyard | February 28, 2007
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