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TriDelta Financial Webinar – 5 Top Financial Ideas for High Net Worth Canadians – November 3, 2022

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November 4, 2022 ,

Since 2005, TriDelta Financial has been working with high net worth Canadians. In that time we have developed a deep understanding of the burning questions that can keep high net worth Canadians up at night. We generally view high net worth Canadian households as those with a net worth over $3 million. We cover tax minimization, gifting, managing corporations, cash flow, investments, and a variety of strategies you may not be familiar with.
In this webinar we will hear from several members of our team discussing:

  • Optimizing cash flow out of a corporation and minimizing tax
  • Protecting capital in a rising rate environment and generating tax efficient investment income
  • Why financial planning is so important for high net worth Canadians for peace of mind and tax minimization
  • Key planning steps and discussions for a successful retirement
  • Keeping family harmony across generations

Our discussion will be hosted by Ted Rechtshaffen, MBA, CIM, CFP, President and CEO of TriDelta and feature:

  • Matthew Ardrey, CFP, RFP, FMA, CIM, VP, Wealth Advisor and Portfolio Manager
  • Asher Tward, VP, Estate Planning
  • Kyle Taylor, CFA, CIM, Wealth Advisor and Portfolio Manager

 

TriDelta Financial Webinar – Investing in Real Estate – Hear From the Experts – April 20, 2022

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May 2, 2022

Real estate is a hot topic frequently discussed in the media and in conversation. Will the price of my home continue to rise? How will rising interest rates influence the market? What sectors of real estate are poised to outperform?

TriDelta is pleased to welcome 3 leading industry experts in Real Estate who will share their thoughts on strategy and outlook for the future. On Wednesday April 20th we were joined by Greg Romundt, President & CEO of Centurion Asset Management, Dave Kirzinger, Chairman of Rise Properties, and Corrado Russo, CFA, MBA, Managing Partner & Head of Global Securities of Hazelview Investments. These 3 speakers have over 75 years of combined experience investing in Real Estate and over $8 billion of assets under management.

Hosted by:
Ted Rechtshaffen, MBA, CIM, CFP, President and CEO, TriDelta Financial

TriDelta Financial Webinar – TriDelta’s Up to the Minute Investment Thinking – February 17, 2022

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February 18, 2022 , ,

As the world turns, the conversation has meaningfully switched from the Covid-19 reopening to other areas of the market. In this webinar, you will hear about the investment impact of:
• Rising interest rates
• Rising inflation
• Global markets vs. North America
• Trouble in the Ukraine

We will speak to what TriDelta sees on the horizon and hear from TriDelta Portfolio Managers Cameron Winser and Paul Simon, and special guest Dana Love, Vice President & Senior Portfolio Manager at Dynamic Funds. They will discuss what we are doing to take advantage of these possible changes and where we think we are headed over the next 6 to 12 months.

Hosted by:
Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

TriDelta Financial Webinar – 12 Questions with Stephen Poloz, former Governor of the Bank of Canada – January 14, 2021

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February 8, 2021 , ,


As a new year is upon us, it is important to get a handle from the experts on key issues.

It is TriDelta’s pleasure to present Stephen Poloz, Special Advisor at Osler, Hoskin & Harcourt LLP and former Governor of the Bank of Canada from June 2013 to June 2020. Stephen will join us to share his views on the K-shaped recovery, offer his insights on interest rates, cryptocurrencies, the Canadian dollar, Canadian competitiveness and engage in an interactive dialogue on 2020 in review.

Stephen is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting and economic policy, including 35 years in the public sector.

Hosted by:
Paul Simon, CFA, VP, Fixed Income, TriDelta Financial
Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

 

TriDelta Financial Webinar – How U.S. Elections, Global Trade and COVID-19 are changing the investing landscape – October 5, 2020

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November 9, 2020 , ,

The World is changing fast, and that will impact how we make investments. In this webinar we will hear from Angelo Katsoras, Geopolitical Analyst with National Bank of Canada. Mr. Katsoras brings 20 years of experience, along with the insights of the entire National Bank Economics team. He will help explain how the impact of the U.S. Elections, relations with China, and COVID-19, will have significant changes on the geopolitical and investing landscape for years to come.

You will also hear from Cameron Winser, TriDelta’s SVP of Equities, who will provide an update on our current investment thinking in light of some of these world shaping issues.

Hear from:
Angelo Katsoras, BA, MA , Geopolitical analyst, National Bank of Canada
Cameron Winser, CFA , SVP, Head of Equities, TriDelta Investment Counsel

Hosted by:
Ted Rechtshaffen, MBA, CIM, CFP, President and CEO, TriDelta Financial

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TriDelta Webinar – COVID answers from a Professor of Infectious Diseases, and why we are more cautious about markets – July 23rd, 2020

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July 31, 2020 ,

There is a huge amount of information out there about COVID-19. Yet clear answers are hard to find. In this TriDelta Webinar, we will get your biggest questions answered by Dr. Robyn Harrison, Clinical Professor, Division of Infectious Diseases in the Department of Medicine at the University of Alberta.

While COVID-19 facts and figures are only one piece of the investment puzzle today, it is an important one. Learn from TriDelta’s investment experts why we have now become more cautious of stock markets after being quite positive the past few months, and what it means for overall investment portfolios.

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Hear from:
Dr. Robyn Harrison, Clinical Professor, Department of Medicine at the University of Alberta, Division of Infectious Diseases
Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Cam Winser, CFA, SVP, Equities
Paul Simon, CFA, VP, Fixed Income

 

Hosted by: Ted Rechtshaffen, CFP, CIM, MBA, President and CEO, TriDelta Financial

 

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