TriDelta Experience

1. Our Financial Planners all share three traits – professionalism, integrity and client focus. They are Certified Financial Planners, representing the highest professional designation in the Financial Planning industry. Their primary attraction to TriDelta Financial is that we offer them the freedom to truly act in their clients’ best interest.
   
   
2. We work for you and get paid accordingly. Our Financial Planners are paid a salary and receive a bonus that is determined by two factors. The first factor is the amount of business managed, not the type. The second is based on an annual client service survey. Our Planners are best compensated when you are happy, your investments are growing, and when you are pleased enough with our service to refer a friend or colleague.
   
   
3. Our Financial Planners are like the ‘Family Doctor’. Our approach is similar to that found with your Family Doctor and the Specialists that you might be referred to. The TriDelta Financial Planner works with you to help you reach your dreams by building a plan with you. They have strong knowledge across investments, insurance, debt management, estate and tax planning. However, even with this knowledge, it is impossible to have the same depth as someone who specializes in one of these areas. As a result, we have partnered with industry leading specialists in each of these disciplines to deliver the best solutions to you.
   
   
4. Through our Financial Planners, you will receive a co-ordinated plan and advice. Most Canadians have one or two people looking at their investments, another one or two people looking after insurance, someone else advising on a mortgage, etc. Unfortunately, without a co-ordinated view, many Canadians don’t have an aligned financial strategy and can miss out on significant opportunities to build their net worth.
   
   
5. We provide greater value at half the cost in many cases. If you are currently investing in mutual funds, our total fees for financial planning and investment management can be much lower than what you currently pay. In addition, on non-registered accounts our fees are tax deductible, providing significant added value.
   
   
6. We offer access to the best product solutions regardless of company. This means that whether you are looking for investments, insurance or a mortgage, our only concern is finding the best solution for you, not to sell any particular product.