At TriDelta Financial, we set out to challenge the way the banks and other providers deliver financial services to clients.

We knew there had to be a better way and set out to design our rather unique ‘Doctor model’ (ongoing professional advice and introduction to specialists as required).

This is all delivered, implemented and monitored by one company.
Our goal is to provide complete financial peace of mind for families and individuals.

TriDelta Family Doctor Model

We have seamlessly combined key financial solutions into our model.
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Canadian Retirement Income Guide

Maximizing your income while minimizing your taxes
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TriDelta Insight Newsletter

Free newsletter filled with valuable information
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Latest Articles

FINANCIAL FACELIFT: How one woman is trying to make the most of her investments to meet her travel goals (2/14/2018) - Below you will find a real life case study of an individual who is looking for financial advice on how best to arrange her financial affairs. Her name and details of her personal life have been changed to protect her identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew […]
Lorne Zeiler on BNN’s Market Call, February 7, 2018 (2/9/2018) - Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor, TriDelta Financial, was the guest on Market Call last night (February 7, 2018). Below is a link to Lorne’s top picks, market commentary and past picks Click here to view Written By: Lorne Zeiler, MBA, CFA VP, Wealth Advisor lorne@tridelta.ca 416-733-3292 x225
Tips for helping your kids buy a house (2/2/2018) - TriDelta President Ted Rechtshaffen joins House Money on BNN with advice for parents possibly looking to help their kids buy a home. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO tedr@tridelta.ca (416) 733-3292 x 221
Lorne Zeiler on BNN’s ‘The Street’, Jan.12, 2018 – TriDelta Fixed Income Fund (1/15/2018) - Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor, TriDelta Investment Counsel, was the guest co-host on BNN’s The Street on Friday January 12th discussing the following: TriDelta Fixed Income Fund Generates 6.5% Return in 2017 (vs. Index return of 2.5%) The TriDelta Fixed Income Fund generated a 6.5% Return in 2017 (vs. 2.5% for the […]

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