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TriDelta Experience |
TriDelta Difference
At TriDelta Financial Partners, our goal is to provide complete financial peace of mind for families and individuals. We are committed to a real partnership. One of professionalism, integrity and security.
Together, we develop plans that encompass the four main areas of financial planning:
- Cash management – take control of your cash flow
- Investment planning – the means to realize your goals
- Credit planning – cost effective borrowing & flexibility
- Wealth protection – prepare for the expected & unexpected
What makes TriDelta unique in Canada is two-fold. The first is that we work with clients starting at household investable assets of $250,000. Through a detailed financial plan we review Investments, Insurance, Mortgages, Banking and Lending, Tax and Estate Planning - all through the guidance of a professional Financial Planner who holds the Certified Financial Planner™ (CFP™) designation. Of the few firms that offer something remotely similar to our financial planning review, most focus only on the $1 million plus client.
The second is that we realize that not only can no individual be an expert on every aspect of financial advisor services, but in fact, no single firm can offer that independent expertise as well. For that reason we have partnered with a number of firms that offer either industry-leading expertise or industry-leading value in a particular area. For example, if a client has a mortgage coming due, TriDelta Financial has partnered with one of Canada's largest mortgage brokers to be able to offer our clients one of the best mortgage rates in Canada by shopping the whole market - as opposed to simply the best mortgage offer from one company.
Quite simply, TriDelta Financial Partners offers Canadians the kind of financial peace of mind they have been looking for, but have not received from their stock broker, mutual fund sales person or bank.
To ensure that we are doing a great job, you are asked to evaluate our services annually by completing a report card. Your comments directly affect performance appraisals and help us improve our service to you.
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