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

Here’s one extraction which may save your practice a great deal of taxes (3/8/2018) - As a dentist you know that from time to time you may be presented with a challenging case of a difficult extraction.  As a Wealth Advisor and Financial Planner, I can tell you we are also often presented with a case of a potentially difficult extraction but instead of it being a molar, our challenge […]
Investing like the pros (3/6/2018) - The traditional so-called 60-40 asset allocation model, has 60% invested in stocks and 40% in government or other high-quality bonds. But after a decade or more of out-of-the-ordinary market conditions, many investment professionals are tweaking the model or abandoning it altogether. The historical 60/40 investment management approach performed reasonably well throughout the 80’s and 90’s, […]
The importance of a Will (3/6/2018) - A Will is something that most of us should have unless our net worth is limited and we’re happy with the way the government mandates distribution between spouses, children and grandchildren (detailed below). Any special inheritance wish will however need to be properly spelled out in a legal document, which takes effect when you die.  […]
Renting as a senior might make more financial sense than downsizing and buying (3/1/2018) - Many seniors are presented with the option of downsizing their home once they reach retirement. Ted Rechtshaffen, President and Wealth Advisor of TriDelta Financial says this may make sense for some seniors, but so might renting. Click here to watch the interview. Posted By: Ted Rechtshaffen, MBA, CFP President and CEO (416) 733-3292 x […]