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TriDelta Experience |
TriDelta Value
At TriDelta we work for you. Your goals are our goals, and when you make money, we make money.
You deserve superior services and performance, and we believe that includes low expenses. Every dollar you keep is more money that will contribute to future growth. You should accept nothing less.
| GREATER VALUE/HALF THE COST |
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INDEPENDENT/BANK FINANCIAL PLANNER OFFERING |
TRIDELTA FINANCIAL PARTNER OFFERING |
| The Plan |
Investment Plan/Basic Financial Plan with a prime focus on identifying proper investment asset allocation for client. |
Full Financial Plan aimed at building client’s overall net worth and achieving both long term and short term goals. |
| The Product |
Typically, asset allocation models support recommendations from a limited and relatively high fee product range. |
Investment Managers have access to a full range of products which are fee based, ensuring no bias. |
| Other Services |
Rarely offered |
Partnerships with carefully selected, independent Investment Management firms, Insurance groups, Lending providers, Lawyers and Accountants. |
| Other Savings |
Rarely offered |
Strong potential to reduce clients lending and insurance costs, often by as much as $1,000+ per year. |
| The Cost |
Average annual after-tax cost for $400,000 investment portfolio is $10,120**. |
Average annual after-tax cost for $400,000 investment portfolio is $4,600*. |
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| *Based on average annual after tax costs for a $400,000 client with a growth oriented portfolio, and 70% in non-registered assets. Tax benefit will be impacted by client’s income, province, investment mix. Clients should consult a tax professional to determine their individual tax deductions. |
| **Based on the 2.53% average MER on a Canadian equity fund (with load) according to Investor Economics |
The bottom line is significant savings for TriDelta Financial clients. For a $400,000 client with a typical mutual fund portfolio, this can result in after-tax savings of over $5,000 a year.
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