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Who We Are |
| Why we started TriDelta Financial |
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| I can't tell you the number of times I have heard people complain about their financial advisor. The complaints are sometimes advice-related and sometimes service-related, but almost always relate to value and trust. |
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| Investment Management Team |
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| Our Financial Planners |
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"I don’t want a salesperson. I want an independent financial advisor with credentials."
Each TriDelta financial planner holds the Certified Financial Planner™ (CFP™) or equivalent designation. As such, they are held to the highest standards of competence and ethical practice established by the Financial Planners Standards Council.
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| Security |
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"How do I know my money is safe?"
As a valued client of TriDelta Financial in Toronto, Canada, you are protected by safeguards and guarantees. The investments you make through our investment advisor & external managers are held or “custodied” by multi-billion dollar companies who are International Financial Advisor Services leaders.
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