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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Latest Articles

TriDelta Q2 Report – The Fed to the Rescue (7/15/2019)- The second quarter of 2019 has felt a little like Canada’s Wonderland. You climb the roller coaster, then you experience big ‘wind in your hair’ descent, then another climb. At TriDelta, we definitely work to smooth out your portfolio returns much more than the typical stock market, but I am sure that most of you […]
What Happened to the Preferred Shares Market? (7/15/2019)- The stock market suffered a big market drop in the Fall / early Winter, but has since had a substantial recovery. Bonds posted solid returns this past year. Preferred shares have had a very different experience. They declined last year, had a modest recovery and have sold off again in the past few months, leaving […]
The Spousal RRSP – Does it still have a place in Retirement Planning? (6/20/2019)- One of the more frequent questions I get from clients regarding their retirement planning is, with the pension income splitting legislation, are spousal RRSPs worthwhile anymore? The answer is yes, in several situations. Before I outline the planning situations that are useful for spousal RRSPs, first a little primer on what they are and how […]
Financial Post columnist (Rechtshaffen) shows how many Canadians can afford Retirement Homes (6/5/2019)- A financial expert and Financial Post columnist compares the costs of senior housing options including home care, long-term care and a retirement home. A newspaper columnist recently contacted Amica to research an article on the cost of private retirement living. This wasn’t any reporter: it was Ted Rechtshaffen, a personal finance columnist for the Financial […]

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