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| PAGE |
DESCRIPTION |
| Home |
A brief summary of most important content on our website as well as useful links. |
| TriDelta Experience |
Summary of the TriDelta Difference and Value |
| TriDelta Difference |
At TriDelta Financial, our goal is to provide complete financial peace of mind for families and individuals. |
| TriDelta Value |
At TriDelta we work for you. Your goals are our goals, and when you make money, we make money. |
| Who We Are |
A page containing brief “who we are” related summaries such as our Management Team, Our Financial Planners, etc. |
| Why we started |
TriDelta Financial has been built to help clients feel a level of trust and peace of mind around their financial health that they have always been looking for. |
| Management Team |
Ted Rechtshaffen, President and CEO
Anton Tucker, VP Business Development |
| Our Financial Planners |
"I don’t want a salesperson. I want an advisor with credentials." |
| Security |
"How do I know my money is safe?" |
| In The News |
A page containing different articles and videos of TriDelta in the Globe And Mail, National Post, Toronto Star, Report on Business Television and more. |
| The TriDelta Insurance Solutions Advantage |
TriDelta can help you establish the proper insurance protection with a custom tailored plan fulfilling your family’s needs. We have access to virtually every Life & Health insurance company in Canada. This allows us to offer the most beneficial and competitively priced products available in Canada. |
| Mortgages |
We access the best mortgage rates and solutions the industry has to offer, with access to almost every lender in Canada. As Certified Financial Planners, we can advise you on the best lending solutions for your personal situation. |
| Group Plans |
Whether an organization has 10 employees or 10,000, we will work with you to gain a full understanding of your business and it’s employees. |
| Tax Minimization Strategies |
Nobody wants to pay more in taxes than they need to, but most middle class and wealthier Canadians do. |
| Estate Planning |
Estate planning is the process used to organize one’s affairs so that your goals are achieved both during your lifetime and after your passing. |
| Retirement Planning |
Am I on track for a comfortable retirement? Will I ever run out of money? |
| Our |
"I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well." |
| Client hip |
For those who want to work with a financial professional, TriDelta Financial will work with you to understand your full financial picture, and to have it integrated and understood by a dedicated financial planner. |
| Professional hips |
We are financial planners who have searched the industry to find companies and individuals who can offer superior knowledge and great value to our clients. |
| Getting Started |
Tips on how to get started with TriDelta Financial. |
| Quick Quiz |
Quick Quiz To Measure Your Level Of Financial Peace Of Mind |
| Fee Schedule |
"How do I know your advice isn’t biased by commission rates?" |
| Planner Opportunities |
We are looking for financial planners who want to work in an environment where they can provide the best solutions to their clients - and will be rewarded for this good work. |
| Newsletters & Resources |
The TriDelta Insight newsletter archive as well as useful finance related resources. |
| Management Expense Ratios |
Management Expense Ratios (MER's) are detrimental to the performance of mutual funds, but few people realize the extent. |
| Contact Us |
Contact us for a free 1 hour financial review. |
